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Mfs Moderate Allocation Fund Class A (MAMAX)

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20.67 +0.09    +0.44%
21/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 5.17B
Type:  Fund
Market:  United States
Issuer:  MFS
Asset Class:  Equity
MFS Moderate Allocation A 20.67 +0.09 +0.44%

MAMAX Overview

 
Find basic information about the Mfs Moderate Allocation Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MAMAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US55273G7777)
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Rating
1-Year Change10.65%
Prev. Close20.58
Risk Rating
TTM Yield2.24%
ROE21.49%
IssuerMFS
Turnover4%
ROA8.31%
Inception Date37435
Total Assets5.17B
Expenses0.34%
Min. Investment1,000
Market Cap62.67B
CategoryAllocation - - 50% to 70% Equity
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1086 1011 1209 1044 1360 1850
Fund Return 8.55% 1.14% 20.88% 1.43% 6.35% 6.35%
Place in category 612 586 573 577 473 267
% in Category 82 78 75 85 75 55

Top Equity Funds by MFS

  Name Rating Total Assets YTD% 3Y% 10Y%
  MFS Value I 26.03B 13.96 6.05 9.35
  MFS Value R6 20.94B 14.05 6.16 9.46
  MFS Growth R6 18.54B 24.92 5.72 14.85
  MFS Instl International Equity 16.97B 7.41 3.64 7.21
  MFS Intl Diversification I 14.28B 9.68 1.28 6.51

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 110.51B 13.30 5.24 8.16
  Vanguard Wellington Admiral 98.64B 12.38 4.27 8.38
  American Funds American Balanced R6 55.41B 13.59 5.57 8.49
  Vanguard Balanced Index Adm 46.01B 12.51 3.69 8.16
  Fidelity Advisor Balanced A 42.26B 13.59 4.45 9.16

Top Holdings

Name ISIN Weight % Last Change %
MFS Government Securities R6 - 9.19 - -
MFS Total Return Bond R6 - 8.23 - -
MFS Value R6 - 8.03 - -
MFS Research R6 - 7.29 - -
MFS Mid Cap Value R6 - 7.11 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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