Back to top
Mfs Moderate Allocation Fund Class R4: (MF: MAMJX)
(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET
$20.93 USD
+0.05 (0.24%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.45 | 51 |
| 3 months | 6.27 | 58 |
| 6 months | 4.24 | 63 |
| 1 Year | 8.68 | 57 |
| 3 Year | 8.01 | 60 |
| 5 Year | 6.76 | 57 |
| 10 Year | 7.03 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -34.35 |
| Bull Market (2/09 - 3/21) | 351.19 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 11.17 |
| 5 Year | 7.60 |
| 10 Year | 7.12 |
| Since Inception | 7.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.63 | 6.56 | NA | NA |
| 2024 | 4.71 | 0.13 | 5.96 | -2.18 |
| 2023 | 4.01 | 2.88 | -3.49 | 9.20 |
| 2022 | -5.91 | -10.77 | -5.31 | 6.99 |
| 2021 | 1.50 | 5.65 | 0.40 | 4.00 |
| 2020 | -13.15 | 13.74 | 5.76 | 8.96 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.45 | 8.69 | 12.77 | -14.96 | 11.99 | 13.84 | 22.05 | -4.25 | 15.13 | 6.71 | -0.73 |
| % Total Return Rel to Index | -1.12 | -16.33 | -13.46 | 3.24 | -16.68 | -4.55 | -9.43 | 0.14 | -6.65 | -5.22 | -2.12 |
| % Total Return Rel to Peer | 0.25 | -1.22 | -0.38 | -1.99 | 0.48 | 3.15 | 4.85 | 2.24 | 1.67 | 0.44 | 1.62 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.14 | 0.55 | 0.44 | 0.47 | 0.66 | 0.30 | 0.38 | 0.41 | 0.42 | 0.26 | 0.28 |
| % Yield | 0.68 | 2.63 | 2.66 | 2.56 | 2.90 | 1.38 | 1.95 | 2.38 | 2.23 | 1.54 | 1.69 |
| Capital Gains ($) | 0.00 | 0.84 | 0.37 | 0.29 | 0.58 | 0.50 | 0.50 | 0.61 | 0.42 | 0.21 | 0.66 |
| Expense Ratio | 0.00 | 0.09 | 0.08 | 0.10 | 0.08 | 0.09 | 0.09 | 0.08 | 0.09 | 0.08 | 0.09 |
* 1 = Top 20%, 5 = Bottom 20%