Mfs Moderate Allocation Fund Cl R2: (MF: MARRX)

(NASDAQ Mutual Funds) As of Jan 27, 2026 06:22 PM ET

$19.79 USD

+0.07 (0.35%)

Zacks MF Rank

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5-Strong Sell 5

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:

Strong Sell 5

MF Report

	Ticker	Max Load %	Deferred Load %	Red. Fee %	12B-1 Fee %	Mgmt Fee %	Expense Ratio %
MFS Moderate Allocation R2	MARRX	NA	NA	0.00	0.50	0.00	0.59

	Ticker	Nav	Inception Date	% yield	1 year return	2 year return	3 year return
MFS Moderate Allocation R1	MAMFX	19.05	4/1/2005	2.15	10.86	10.06	4.46
MFS Moderate Allocation I	MMAIX	20.67	6/28/2002	2.90	12.03	11.17	5.52
MFS Moderate Allocation R2	MARRX	19.79	10/31/2003	2.55	11.42	10.60	4.98
MFS Moderate Allocation C	MMACX	19.71	6/28/2002	2.03	10.90	10.05	4.47
MFS Moderate Allocation B	MMABX	20.00	6/28/2002	1.88	10.89	10.06	4.47
MFS Moderate Allocation A	MAMAX	20.25	6/28/2002	2.72	11.72	10.88	5.24
MFS Moderate Allocation R3	MAMHX	20.02	4/1/2005	2.74	11.73	10.89	5.25
MFS Moderate Allocation R4	MAMJX	20.22	4/1/2005	2.96	12.02	11.15	5.51

	Ticker	Minimum Initial Investment ($)	Minimum Subsequent Investment ($)	Minimum Initial IRA ($)	Dividend Frequency
MFS Moderate Allocation R2	MARRX	0	0	0	Q