MFS® Moderate Allocation C
(MMACX)
US Markets Closed
AdChoices
16.36
+0.05
+0.31%
:

Previous Close

16.31

Net Assets

1.28B

Yield

0.98%

Front load

None

Expenses

1.08%

Category

Moderate Allocation

Morningstar Risk

Average

Morningstar Rating ★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • MMACX

  • Category

    • 2013

    • 13.63%

    • -

    • 2012

    • 12.20%

    • -

    • 2011

    • -0.45%

    • -

    • 2010

    • 13.66%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 5.05%

      • 7.72%

      • 3.30%

      • Q2

      • -0.90%

      • -2.07%

      • 0.91%

      • Q3

      • 4.72%

      • 4.94%

      • -9.45%

      • Q4

      • 4.24%

      • 1.36%

      • 5.47%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • MFS® Research Bond R5

        • 11.97

        • 68,978,905

        • 176,451

        • MFS® Government Securities R5

        • 9.96

        • 62,472,519

        • 145,971

        • MFS® Research R5

        • 8.07

        • 12,987,109

        • 897

        • MFS® Growth R5

        • 8.04

        • 7,115,920

        • -16,120

        • MFS® Value R5

        • 8.01

        • 14,636,271

        • 88,210

        • MFS® Mid Cap Growth R5

        • 7.11

        • 30,154,915

        • -182,125

        • MFS® Mid Cap Value R5

        • 7.05

        • 20,824,689

        • 116,359

        • MFS® Research International R5

        • 5.93

        • 20,891,216

        • 264,124

        • MFS® High Income R5

        • 5.00

        • 87,149,833

        • 402,285

        • MFS® Inflation-Adjusted Bond R5

        • 4.97

        • 29,428,019

        • 134,221

        • Name

        • Rating

        • YTD Return %

          • Columbia Balanced Z

          • ★★★★★
          • 5.69

          • Fidelity® Puritan® K

          • ★★★★★
          • 6.32

          • Fidelity® Balanced K

          • ★★★★★
          • 6.21

          • American Funds American Balanced F2

          • ★★★★★
          • 4.65

          • American Beacon Balanced AMR

          • ★★★★★
          • 5.71

          • VY T. Rowe Price Capital Appreciation A

          • ★★★★★
          • 6.68

          • Villere Balanced Inv

          • ★★★★★
          • -1.10

          • Hennessy Equity and Income Investor

          • ★★★★★
          • 5.17

          • MainStay Income Builder I

          • ★★★★★
          • 5.41

          • T. Rowe Price Capital Appreciation Adv

          • ★★★★★
          • 6.71

          • Name

          • MMACX

          • Category

            • Expense Ratio

            • 1.08%

            • 0.97%

            • Net Assets

            • 1.28B

            • 706.68M

            • Dividend Yield

            • 1.88%

            • 2.36

            • Price/Book

            • 2.20

            • 2.10

            • Price/Sales

            • 1.73

            • 1.54

            • Price/Cash Flow

            • 8.16

            • 6.05

            Profile

            Name of Issuer

            MFS

            Fund Style

            Open

            Fund Manager

            Joseph Flaherty, Jr.

            Investment Style

            Large Growth

            The investment seeks a high level of total return consistent with a moderate level of risk. 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 globally (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).

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA 250
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            6/28/2002