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Overview of MFS Moderate Allocation C Fund (MMACX)


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MFS Moderate Allocation C (MMACX - MF report) a Zacks Rank #2 (Buy) was incepted in June 2002 and is managed by Massachusetts Financial Services Company. MMACX's investment objective is to seek long-term growth of capital and current income. MMACX seeks to achieve its objective by allocating its assets according to the following target asset class allocations: U.S. Stocks - 50%, international stocks-10%, bonds - 35%, cash- 5%. MMACX implements its allocation by investing in a mix of underlying funds, which in turn may invest directly in U.S. equity securities, foreign equity securities and U.S. fixed income securities.

This Allocation Balanced fund, as of the last filing, allocates their fund in five major groups; Intermediate Bond, Large Growth, Large Value, Foreign Stock and Foreign Bond.

MFS Moderate Allocation C, managed by MFS, carries an expense ratio of 1.09%. Moreover, MMACX requires a minimal initial investment of $1,000.

MMACX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 6.51%, 3 year 5.36% and 5 year 6.59%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

MMACX’s performance, as of the last filing, when compared to funds in its category was in the top 41% in 1 year, top 54% over the past 3 years, and in the 52% over the past 5 years.

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