C
MFS Conservative Allocation Fund Class R4 MACJX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings MACJX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C
Company Info MACJX-NASDAQ Click to
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Provider MFS
Manager/Tenure (Years) Natalie I. Shapiro (6), Ben Nastou (1), Erich Shigley (1)
Website http://www.mfs.com
Fund Information MACJX-NASDAQ Click to
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Fund Name MFS Conservative Allocation Fund Class R4
Category Global Moderately Conservative Allocation
Sub-Category Cautious Allocation
Prospectus Objective Balanced
Inception Date Apr 01, 2005
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares MACJX-NASDAQ Click to
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Dividend Yield 3.16%
Dividend MACJX-NASDAQ Click to
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Dividend Yield (Forward) 1.95%
Asset Allocation MACJX-NASDAQ Click to
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Cash -6.04%
Stock 36.37%
U.S. Stock 26.98%
Non-U.S. Stock 9.39%
Bond 67.47%
U.S. Bond 54.32%
Non-U.S. Bond 13.15%
Preferred 0.17%
Convertible 0.00%
Other Net 2.02%
Price History MACJX-NASDAQ Click to
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7-Day Total Return 0.40%
30-Day Total Return 0.81%
60-Day Total Return 2.00%
90-Day Total Return 3.90%
Year to Date Total Return 7.34%
1-Year Total Return 6.71%
2-Year Total Return 21.53%
3-Year Total Return 23.76%
5-Year Total Return 25.67%
Price MACJX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV MACJX-NASDAQ Click to
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Nav $17.30
1-Month Low NAV $17.04
1-Month High NAV $17.36
52-Week Low NAV $15.67
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $17.62
52-Week High Price (Date) Sep 24, 2024
Beta / Standard Deviation MACJX-NASDAQ Click to
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Beta 1.06
Standard Deviation 8.72
Balance Sheet MACJX-NASDAQ Click to
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Total Assets 3.67B
Operating Ratios MACJX-NASDAQ Click to
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Expense Ratio 0.58%
Turnover Ratio 5.00%
Performance MACJX-NASDAQ Click to
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Last Bull Market Total Return 8.83%
Last Bear Market Total Return -8.85%