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MFS Moderate Allocation R4 (MAMJX)
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19.16 - YTD Return 4.71%
- Expense Ratio 0.90%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 22.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 6.75B
- Beta (5Y Monthly) 0.99
- Yield 2.30%
- 5y Average Return --
- Holdings Turnover 2.00%
- Last Dividend 0.06
- Inception Date Jun 28, 2002
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).
MFS
Fund Family
Allocation--50% to 70% Equity
Fund Category
6.75B
Net Assets
2002-06-28
Inception Date
Performance Overview: MAMJX
Trailing returns as of 4/26/2024. Category is Allocation--50% to 70% Equity.
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Holdings: MAMJX
Top 10 Holdings (71.01% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMAMJX
Technology 19.27%
Financial Services 15.18%
Industrials 15.14%
Healthcare 11.80%
Consumer Cyclical 9.09%
Real Estate 7.44%
Consumer Defensive 5.21%
Basic Materials 5.11%
Communication Services 4.99%
Energy 3.91%
Utilities 2.87%
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