Nasdaq - Delayed Quote USD

MFS Moderate Allocation Fund (MMACX)

18.56 -0.03 (-0.16%)
At close: 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.54%
5y Average Return 5.13%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Apr 18, 2024) 26.16%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 26.16%
Worst 3Y Total Return 1.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMACX
Category
YTD
4.49%
9.69%
1-Month
2.33%
0.91%
3-Month
4.49%
5.21%
1-Year
12.39%
27.06%
3-Year
2.44%
11.00%
5-Year
6.19%
10.26%
10-Year
5.43%
8.34%
Last Bull Market
21.22%
15.58%
Last Bear Market
-11.01%
-12.16%

Annual Total Return (%) History

Year
MMACX
Category
2024
--
--
2023
11.61%
--
2022
-15.82%
--
2021
10.94%
--
2020
12.69%
11.72%
2019
20.86%
19.23%
2018
-5.16%
-5.76%
2017
13.91%
13.21%

2016
5.68%
7.34%
2015
-1.66%
-1.93%
2014
3.34%
6.21%
2013
13.63%
16.48%
2012
12.20%
11.72%
2011
-0.45%
-0.11%
2010
13.66%
11.83%
2009
26.16%
24.13%
2008
-26.50%
-28.00%
2007
7.57%
5.99%
2006
9.59%
11.29%
2005
4.42%
5.13%
2004
9.89%
8.86%
2003
17.99%
20.35%
2002
--
-12.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.49% -- -- --
2023 3.76% 2.62% -3.72% 8.86%
2022 -6.17% -11.01% -5.53% 6.72%
2021 1.30% 5.40% 0.17% 3.73%
2020 -13.35% 13.42% 5.47% 8.72%
2019 9.86% 4.21% 0.94% 4.59%
2018 -0.23% 1.11% 2.50% -8.28%
2017 4.00% 3.40% 2.65% 3.19%
2016 1.76% 2.56% 2.72% -1.42%
2015 2.07% -0.39% -5.13% 1.95%

2014 1.38% 2.85% -2.24% 1.38%
2013 5.05% -0.90% 4.72% 4.24%
2012 7.72% -2.07% 4.94% 1.36%
2011 3.30% 0.91% -9.45% 5.47%
2010 3.80% -5.53% 9.12% 6.22%
2009 -5.21% 13.63% 13.25% 3.43%
2008 -5.54% -0.08% -8.21% -15.17%
2007 1.96% 3.70% 1.86% -0.12%
2006 3.05% -1.79% 3.41% 4.71%
2005 -1.64% 1.41% 3.04% 1.60%
2004 2.58% -0.17% -0.17% 7.51%
2003 -1.98% 9.97% 1.74% 7.59%
2002 -7.90% 4.45% -- --

Rank in Category (By Total Return)

YTD 73
1-Month 63
3-Month 73
1-Year 79
3-Year 83
5-Year 78

Load Adjusted Returns

1-Year 11.39%
3-Year 2.44%
5-Year 6.19%
10-Year 5.43%

Performance & Risk

YTD Return 0.54%
5y Average Return 5.13%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family MFS
Net Assets 6.75B
YTD Return 4.49%
Yield 1.39%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Summary

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 equity fund allocations, the adviser seeks to diversify by geography (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).

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