MFS Moderate Allocation Fund Class R2
MARRX
NASDAQ
| Weiss Ratings | MARRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MARRX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (8), Ben Nastou (3), Erich Shigley (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MARRX-NASDAQ | Click to Compare |
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| Fund Name | MFS Moderate Allocation Fund Class R2 | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MARRX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.41% | |||
| Dividend | MARRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.79% | |||
| Asset Allocation | MARRX-NASDAQ | Click to Compare |
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| Cash | -5.74% | |||
| Stock | 55.63% | |||
| U.S. Stock | 40.78% | |||
| Non-U.S. Stock | 14.85% | |||
| Bond | 48.80% | |||
| U.S. Bond | 38.46% | |||
| Non-U.S. Bond | 10.34% | |||
| Preferred | 0.18% | |||
| Convertible | 0.00% | |||
| Other Net | 1.13% | |||
| Price History | MARRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.64% | |||
| 30-Day Total Return | -2.24% | |||
| 60-Day Total Return | 0.00% | |||
| 90-Day Total Return | -0.36% | |||
| Year to Date Total Return | 4.67% | |||
| 1-Year Total Return | 5.64% | |||
| 2-Year Total Return | 14.22% | |||
| 3-Year Total Return | 34.07% | |||
| 5-Year Total Return | 21.94% | |||
| Price | MARRX-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 | MARRX-NASDAQ | Click to Compare |
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| Nav | $20.07 | |||
| 1-Month Low NAV | $20.00 | |||
| 1-Month High NAV | $20.56 | |||
| 52-Week Low NAV | $18.73 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $20.68 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MARRX-NASDAQ | Click to Compare |
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| Beta | 0.57 | |||
| Standard Deviation | 8.34 | |||
| Balance Sheet | MARRX-NASDAQ | Click to Compare |
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| Total Assets | 6.38B | |||
| Operating Ratios | MARRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.14% | |||
| Turnover Ratio | 4.00% | |||
| Performance | MARRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.22% | |||
| Last Bear Market Total Return | -10.91% | |||