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Nasdaq - Delayed Quote USD

MFS Conservative Allocation Fund (MACJX)

16.45
0.00
(0.00%)
At close: May 1 at 6:46:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.45%
5y Average Return 5.80%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (May 1, 2025) 17.38%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 17.38%
Worst 3Y Total Return 0.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MACJX
Category
YTD
1.27%
5.91%
1-Month
-1.39%
0.61%
3-Month
1.27%
4.02%
1-Year
4.86%
18.59%
3-Year
3.13%
8.56%
5-Year
6.72%
7.44%
10-Year
5.08%
6.20%
Last Bull Market
8.83%
11.89%
Last Bear Market
-8.85%
-8.23%

Annual Total Return (%) History

Year
MACJX
Category
2025
--
--
2024
6.83%
--
2023
10.71%
--
2022
-13.25%
--
2021
8.11%
--
2020
11.91%
8.86%
2019
17.38%
14.81%
2018
-2.86%
-5.04%

2017
11.06%
9.86%
2016
5.69%
6.62%
2015
-0.54%
-2.32%
2014
4.20%
4.02%
2013
8.98%
7.23%
2012
10.91%
9.40%
2011
2.75%
1.70%
2010
11.53%
10.03%
2009
22.56%
20.77%
2008
-16.31%
-18.61%
2007
7.53%
4.53%
2006
8.93%
8.16%
2005
--
2.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.27% -- -- --
2024 3.17% 0.32% 5.34% -2.02%
2023 3.68% 1.82% -2.89% 7.98%
2022 -5.28% -8.85% -4.50% 5.21%
2021 0.38% 4.34% 0.41% 2.80%
2020 -9.21% 10.81% 4.46% 6.49%
2019 7.80% 3.91% 1.30% 3.44%
2018 -0.20% 0.78% 1.94% -5.26%
2017 3.26% 2.79% 2.24% 2.35%
2016 2.27% 2.49% 2.32% -1.45%

2015 1.98% -0.46% -3.28% 1.30%
2014 1.56% 2.73% -1.39% 1.26%
2013 3.51% -1.23% 3.47% 3.02%
2012 5.77% -0.68% 4.16% 1.37%
2011 2.66% 1.50% -5.53% 4.39%
2010 3.28% -2.92% 7.05% 3.92%
2009 -3.07% 10.88% 10.76% 2.96%
2008 -3.10% -0.17% -4.64% -9.28%
2007 1.75% 2.78% 2.07% 0.73%
2006 2.09% -0.43% 3.50% 3.53%
2005 1.91% 1.35% -- --

Rank in Category (By Total Return)

YTD 32
1-Month 35
3-Month 32
1-Year 64
3-Year 43
5-Year 44

Load Adjusted Returns

1-Year 4.86%
3-Year 3.13%
5-Year 6.72%
10-Year 5.08%

Performance & Risk

YTD Return 1.45%
5y Average Return 5.80%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family MFS
Net Assets 3.67B
YTD Return 1.27%
Yield 3.28%
Morningstar Rating
Inception Date Sep 30, 2021

Fund Summary

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).

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