About MMACX
The MFS Moderate Allocation Fund Class C is a multi-asset mutual fund designed to offer investors a balanced approach to total return and risk management. Its primary function is to seek a high level of total return consistent with a moderate level of risk, achieved by strategically allocating assets across various MFS mutual funds within a single investment. This structure provides broad diversification among asset classes such as equities, bonds, real estate, commodities, and cash equivalents, both domestically and internationally.
The portfolio construction employs a disciplined, risk-based approach with systematic, rules-driven rebalancing and ongoing multi-level risk control to maintain target risk profiles. By investing in underlying MFS funds encompassing a wide spectrum of market capitalizations, geographic regions, and investment styles—including growth and value—the fund aims to capture opportunities while managing volatility.
The fund, established in 2002, has a significant asset base, reflecting its role in the market as a core allocation vehicle for investors seeking a moderate risk-return profile. It benchmarks its performance against the S&P 500 but offers lower volatility due to its diversified holdings. Class C shares notably feature no initial sales charge, though a contingent deferred sales charge applies to early redemptions.
Fund Family MFS
Category Mix Tgt All Mod
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MMACX
Share Class C
Index S&P 500 TR
MMACX had a total return of 11.16% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.53%.
