Nasdaq - Delayed Quote USD

MFS Moderate Allocation Fund (MARRX)

19.21
+0.21
+(1.11%)
As of 8:06:30 AM EDT. Market Open.
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  • Previous Close 19.00
  • YTD Return 0.93%
  • Expense Ratio 1.15%
  • Category --
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 6.28B
  • Beta (5Y Monthly) 0.97
  • Yield 2.31%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.04
  • Inception Date Jun 28, 2002

The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

MFS

Fund Family

--

Fund Category

6.28B

Net Assets

2002-06-28

Inception Date

More about MFS Moderate Allocation Fund

Performance Overview: MARRX

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Trailing returns as of 5/9/2025.

YTD Return

MARRX
0.93%
Category
0.00%
 

1-Year Return

MARRX
7.86%
Category
0.00%
 

3-Year Return

MARRX
5.27%
Category
0.00%
 

5-Year Return

MARRX
7.05%
Category
0.00%
 

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Holdings: MARRX

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Sector Weightings

SectorMARRX
Financial Services   18.86%
Technology   17.66%
Industrials   13.78%
Healthcare   10.36%
Consumer Cyclical   8.37%
Real Estate   7.93%
Communication Services   5.72%
Consumer Defensive   5.33%
Basic Materials   4.23%
Energy   4.02%
Utilities   3.75%
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Recent News: MARRX

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Research Reports: MARRX

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