MMAIX Mutual Fund
MMAIX Mutual Fund
MMAIX Mutual Fund
MFS Moderate Allocation Fund Class I
MMAIX Mutual Fund Overview
MMAIX Mutual Fund (MFS Moderate Allocation Fund Class I) is managed by MFS Investment Management with $417.4M in net assets. MMAIX expense ratio is 0.64%, holding 23 positions across various sectors. Inception date: 2002-06-28.
MMAIX performance shows a YTD return of 5.26%. The 1-year return is 10.05% and the 5-year return is 4.81%. MMAIX dividend yield stands at 7.55%, paid quarterly.
MMAIX top holdings include Mfs Government Securities Fund (9.8%), Mfs Research Bond Fund (8.6%), Mfs Value Fund (8.2%), Mfs Mid Cap Value Fund (7.2%), Mfs Research Fund (7.1%). Go to all MMAIX holdings, MMAIX sectors, or MMAIX dividends.
MMAIX can be compared against other funds. Use MMAIX overlap to find shared positions, or MMAIX vs another fund for a side-by-side view. MMAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.