About MACVX
MFS Conservative Allocation Fund Class C is a multi-asset mutual fund that aims to achieve a high level of total return while maintaining a conservative risk profile compared to other asset allocation funds. The fund accomplishes this goal by investing in a diversified mix of underlying mutual funds within the MFS family, spanning various asset classes such as domestic and international equities, bonds, and cash equivalents. Its approach incorporates broad diversification by geography, market capitalization, and investment style—blending growth and value strategies across large, mid, and small-cap companies. Typically classified in the Global Moderately Conservative Allocation category, the fund prioritizes capital preservation and moderate income, expecting equity exposure between 30% and 50% of the portfolio, with the remainder allocated to fixed income and other conservative instruments. Key sectors represented include information technology, financials, and industrials, along with meaningful allocations to healthcare, consumer staples, and real estate. Managed since 2002, it integrates multi-level risk management and regular rebalancing to maintain its target risk profile. As a result, MFS Conservative Allocation Fund Class C serves investors looking for an all-in-one, strategically balanced allocation, emphasizing stability and measured growth in the global financial landscape.
Fund Family MFS
Category Mix Tgt Alloc Con
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MACVX
Share Class C
Index Bloomberg U.S. Aggregate Bond TR
MACVX had a total return of 2.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.80%.
