About MARRX
The MFS Moderate Allocation Fund Class R2 is a mutual fund designed to deliver a high level of total return while maintaining a moderate level of risk, positioning it between conservative and aggressive asset allocation strategies. The fund achieves this by investing in a strategically allocated, broadly diversified portfolio composed primarily of other MFS mutual funds, effectively combining asset classes across stocks, bonds, and alternative investments within a single vehicle. Key features include active, rules-based portfolio management that employs multi-level risk controls and systematic rebalancing to maintain its moderate risk profile—critical for investors seeking diversified exposure without excessive volatility. As of recent data, the fund’s largest allocations include domestic and international equity funds, government and total return bond funds, and smaller exposures to real estate, commodities, and emerging markets, reinforcing its balanced approach. With over $6.5 billion in net assets, the MFS Moderate Allocation Fund Class R2 serves as a practical choice for those aiming to participate in broad market growth while mitigating risk through disciplined diversification, all managed by a team with robust risk management practices. Its role in the financial market is to provide a streamlined, actively managed solution for moderate-risk investors, blending asset allocation convenience with the depth of MFS’s underlying fund expertise.
Fund Family MFS
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MARRX
Share Class R2
Index S&P 500 TR
MARRX had a total return of 8.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.58%.
