MMACX Mutual Fund
MMACX Mutual Fund
MMACX Mutual Fund
MFS Moderate Allocation Fund Class C
MMACX Mutual Fund Overview
MMACX Mutual Fund (MFS Moderate Allocation Fund Class C) is managed by MFS Investment Management with $231.5M in net assets. MMACX expense ratio is 1.63%, holding 23 positions across various sectors. Inception date: 2002-06-28.
MMACX performance shows a YTD return of 3.81%. The 1-year return is 4.93% and the 5-year return is 2.16%. MMACX dividend yield stands at 2.12%, paid quarterly.
MMACX top holdings include Mfs Government Securities Fund (9.9%), Mfs Research Bond Fund (9.0%), Mfs Value Fund (8.0%), Mfs Research Fund (7.3%), Mfs Growth Fund Class R6 (7.3%). Go to all MMACX holdings, MMACX sectors, or MMACX dividends.
MMACX can be compared against other funds. Use MMACX overlap to find shared positions, or MMACX vs another fund for a side-by-side view. MMACX alternatives are available via the screener, along with tax-loss harvesting opportunities.