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MFS Moderate Allocation Fund (MAMHX)

18.45
+0.18
+(0.99%)
At close: 8:01:29 PM EDT
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  • Previous Close 18.27
  • YTD Return 0.59%
  • Expense Ratio 0.90%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 6.33B
  • Beta (5Y Monthly) 0.97
  • Yield 2.51%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.05
  • 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 equity 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--50% to 70% Equity

Fund Category

6.33B

Net Assets

2005-04-01

Inception Date

More about MFS Moderate Allocation Fund

Performance Overview: MAMHX

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Trailing returns as of 4/9/2025. Category is Allocation--50% to 70% Equity.

YTD Return

MAMHX
0.59%
Category
9.69%
 

1-Year Return

MAMHX
4.17%
Category
27.06%
 

3-Year Return

MAMHX
3.44%
Category
11.00%
 

5-Year Return

MAMHX
8.74%
Category
10.26%
 

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MVCHX MFS Mid Cap Value R3
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MRSHX MFS Research International R3
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MRBHX MFS Total Return Bond R3
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MMUHX MFS Utilities R3
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MFEHX MFS Growth R3
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Holdings: MAMHX

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Sector Weightings

SectorMAMHX
Financial Services   18.58%
Technology   17.84%
Industrials   14.20%
Healthcare   10.16%
Consumer Cyclical   8.84%
Real Estate   7.63%
Communication Services   5.87%
Consumer Defensive   5.17%
Basic Materials   4.11%
Energy   3.95%
Utilities   3.64%
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Recent News: MAMHX

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Research Reports: MAMHX

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