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

(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET

$20.32 USD

+0.04 (0.20%)

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 A	MAMAX	20.78	6/28/2002	2.33	8.40	7.75	6.50
MFS Moderate Allocation I	MMAIX	21.19	6/28/2002	2.52	8.66	8.01	6.76
MFS Moderate Allocation R2	MARRX	20.32	10/31/2003	2.16	8.12	7.46	6.23
MFS Moderate Allocation C	MMACX	20.24	6/28/2002	1.65	7.56	6.94	5.69
MFS Moderate Allocation B	MMABX	20.50	6/28/2002	1.53	7.57	6.92	5.70
MFS Moderate Allocation R3	MAMHX	20.55	4/1/2005	2.34	8.38	7.73	6.50
MFS Moderate Allocation R4	MAMJX	20.75	4/1/2005	2.57	8.68	8.01	6.76
MFS Moderate Allocation R1	MAMFX	19.60	4/1/2005	1.73	7.62	6.95	5.71

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