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

(NASDAQ Mutual Funds) As of Dec 18, 2025 05:56 PM ET

$20.50 USD

+0.07 (0.34%)

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 R2	MARRX	20.50	10/31/2003	2.02	7.94	9.56	5.60
MFS Moderate Allocation C	MMACX	20.68	6/28/2002	1.52	7.38	9.01	5.07
MFS Moderate Allocation B	MMABX	20.96	6/28/2002	1.39	7.37	9.02	5.08
MFS Moderate Allocation A	MAMAX	21.25	6/28/2002	2.18	8.16	9.84	5.87
MFS Moderate Allocation I	MMAIX	21.67	6/28/2002	2.36	8.41	10.10	6.13
MFS Moderate Allocation R3	MAMHX	21.02	4/1/2005	2.19	8.14	9.83	5.86
MFS Moderate Allocation R4	MAMJX	21.22	4/1/2005	2.41	8.49	10.10	6.14
MFS Moderate Allocation R1	MAMFX	20.03	4/1/2005	1.59	7.37	9.00	5.07

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