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Nasdaq - Delayed Quote USD

MFS Conservative Allocation Fund (MACBX)

15.64
-0.09
(-0.57%)
At close: 8:01:28 PM EDT
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  • Previous Close 15.73
  • YTD Return 1.03%
  • Expense Ratio 1.58%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 3.67B
  • Beta (5Y Monthly) 0.78
  • Yield 2.17%
  • 5y Average Return --
  • Holdings Turnover 3.00%
  • Last Dividend 0.04
  • Inception Date Apr 1, 2005

The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

MFS

Fund Family

Allocation--30% to 50% Equity

Fund Category

3.67B

Net Assets

2005-04-01

Inception Date

More about MFS Conservative Allocation Fund

Performance Overview: MACBX

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Trailing returns as of 4/8/2025. Category is Allocation--30% to 50% Equity.

YTD Return

MACBX
1.03%
Category
5.91%
 

1-Year Return

MACBX
3.83%
Category
18.59%
 

3-Year Return

MACBX
2.11%
Category
8.56%
 

5-Year Return

MACBX
5.66%
Category
7.44%
 

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MFEBX MFS Value B
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MTRBX MFS Total Return B
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MNDBX MFS New Discovery B
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MACVX MFS Conservative Allocation Fund
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MHIBX MFS High Income B
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MEDBX MFS Emerging Markets Debt B
11.76
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MRIBX MFS Research International B
20.81
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MMUBX MFS Utilities B
20.93
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MGRBX MFS International Growth B
36.14
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Holdings: MACBX

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Sector Weightings

SectorMACBX
Financial Services   18.68%
Technology   18.20%
Industrials   14.01%
Healthcare   10.49%
Consumer Cyclical   8.65%
Real Estate   7.43%
Communication Services   5.93%
Consumer Defensive   5.02%
Basic Materials   3.99%
Energy   3.92%
Utilities   3.69%
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Recent News: MACBX

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Research Reports: MACBX

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