About MMABX
MFS Moderate Allocation Fund Class B is a multi-asset mutual fund designed to pursue a high level of total return while maintaining a moderate level of investment risk relative to other asset allocation funds. Its core purpose is to provide investors with a strategically diversified portfolio by investing in a mix of underlying MFS mutual funds across different asset classes, including U.S. equities, international equities, fixed income, and specialty sectors. Approximately 41% of the fund's assets are allocated to U.S. stock funds, 13% to international stock funds, 40% to bond funds, and 6% to specialty funds, providing broad exposure to both growth and income opportunities.
The disciplined, multi-level risk management approach features systematic, rules-based rebalancing to maintain the fund’s target allocations and risk profile over time. Notable sector exposures include information technology, financials, and industrials, reflecting a global and sector-diversified philosophy. The fund is structured for investors seeking a balanced mix of income and capital appreciation through a single, professionally managed solution with consistent risk-return characteristics. It uses the S&P 500 Total Return Index as a benchmark for performance, underscoring its commitment to providing stock market participation with added diversification. Originally launched in 2002, it serves as a core holding for investors aiming for moderate growth and income potential within a diversified framework.
Fund Family MFS
Category Mix Tgt All Mod
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MMABX
Share Class B
Index S&P 500 TR
MMABX had a total return of 11.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.41%.
