MFS Moderate Allocation Fund Class A
MAMAX
NASDAQ
| Weiss Ratings | MAMAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MAMAX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (7), Ben Nastou (2), Erich Shigley (2) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MAMAX-NASDAQ | Click to Compare |
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| Fund Name | MFS Moderate Allocation Fund Class A | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jun 28, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | MAMAX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.20% | |||
| Dividend | MAMAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.92% | |||
| Asset Allocation | MAMAX-NASDAQ | Click to Compare |
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| Cash | -5.48% | |||
| Stock | 55.10% | |||
| U.S. Stock | 40.26% | |||
| Non-U.S. Stock | 14.84% | |||
| Bond | 46.90% | |||
| U.S. Bond | 36.83% | |||
| Non-U.S. Bond | 10.07% | |||
| Preferred | 0.16% | |||
| Convertible | 0.00% | |||
| Other Net | 3.32% | |||
| Price History | MAMAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.50% | |||
| 30-Day Total Return | 1.22% | |||
| 60-Day Total Return | 3.50% | |||
| 90-Day Total Return | 2.75% | |||
| Year to Date Total Return | 10.65% | |||
| 1-Year Total Return | 8.47% | |||
| 2-Year Total Return | 31.77% | |||
| 3-Year Total Return | 44.18% | |||
| 5-Year Total Return | 39.10% | |||
| Price | MAMAX-NASDAQ | Click to Compare |
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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 | MAMAX-NASDAQ | Click to Compare |
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| Nav | $21.04 | |||
| 1-Month Low NAV | $20.77 | |||
| 1-Month High NAV | $21.16 | |||
| 52-Week Low NAV | $18.01 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.16 | |||
| 52-Week High Price (Date) | Sep 11, 2025 | |||
| Beta / Standard Deviation | MAMAX-NASDAQ | Click to Compare |
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| Beta | 0.64 | |||
| Standard Deviation | 9.40 | |||
| Balance Sheet | MAMAX-NASDAQ | Click to Compare |
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| Total Assets | 6.60B | |||
| Operating Ratios | MAMAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.89% | |||
| Turnover Ratio | 6.00% | |||
| Performance | MAMAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.41% | |||
| Last Bear Market Total Return | -10.82% | |||