Nasdaq - Delayed Quote USD
MFS Conservative Allocation Fund (MACJX)
16.45
+0.01
+(0.06%)
At close: 8:01:28 PM EDT
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16.44 - YTD Return 1.27%
- Expense Ratio 0.58%
- 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 3.28%
- 5y Average Return --
- Holdings Turnover 3.00%
- Last Dividend 0.08
- Inception Date Sep 30, 2021
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
2021-09-30
Inception Date
Performance Overview: MACJX
View MoreTrailing returns as of 4/29/2025. Category is Allocation--30% to 50% Equity.
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Holdings: MACJX
View MoreSector Weightings
SectorMACJX
Financial Services 18.97%
Technology 18.07%
Industrials 13.60%
Healthcare 10.72%
Consumer Cyclical 8.14%
Real Estate 7.74%
Communication Services 5.73%
Consumer Defensive 5.15%
Basic Materials 4.11%
Energy 3.98%
Utilities 3.80%
Recent News: MACJX
View MoreResearch Reports: MACJX
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