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Mfs Moderate Allocation Fund - Class A: (MF: MAMAX)

(NASDAQ Mutual Funds) As of May 8, 2026 06:08 PM ET

$20.67 USD

+0.04 (0.19%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.99 51
3 months -0.99 51
6 months 0.10 83
1 Year 9.97 76
3 Year 9.07 69
5 Year 4.73 64
10 Year 7.31 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 75.64
Bear Market (10/07 - 2/09) -34.67
Bull Market (2/09 - 3/21) 359.71

Load Adjusted Returns as of Mar 31, 2026

1 Year 3.99
5 Year 3.56
10 Year 6.71
Since Inception 6.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.99 NA NA NA
2025 0.58 6.48 3.16 1.10
2024 4.65 0.07 5.89 -2.24
2023 4.01 2.75 -3.49 9.11
2022 -6.00 -10.82 -5.32 6.84
2021 1.45 5.58 0.34 3.92

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.9911.728.4112.54-15.2011.7013.6021.73-4.4914.846.44
% Total Return Rel to Index 2.83-6.49-16.61-13.702.99-16.97-4.79-9.75-0.10-6.95-5.48
% Total Return Rel to Peer -0.48-2.78-1.50-0.61-2.240.202.914.532.001.380.17
% Perf Quintile vs Peer* 3.004.004.003.003.003.003.002.002.003.003.00
% Dividends 0.050.560.500.390.430.610.250.340.360.380.22
% Yield 0.002.572.652.692.272.631.151.692.081.971.28
Capital Gains ($) 0.000.990.840.370.290.580.500.500.610.420.21
Expense Ratio 0.000.340.340.330.350.330.340.340.330.340.33

* 1 = Top 20%, 5 = Bottom 20%