Mfs 529 Savings Plan Declaration Trust - Mfs 529 Year Enroll 2024 Fund (MMAHX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	13.87
YTD Return	3.36%
1-Year Return	14.55%
5-Year Return	n/a
52-Week Low	10.64
52-Week High	13.95
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About MMAHX

MFS 529 Enrollment Year 2042 Fund Class A is an investment portfolio within the MFS 529 Savings Plan, structured as an enrollment year fund specifically designed for education savings. This fund targets individuals anticipating college enrollment around the year 2042, utilizing a glide path investment strategy that automatically adjusts the asset allocation as the beneficiary approaches college age. Initially, the portfolio emphasizes growth-oriented assets such as U.S. and international equities, with allocations as of early 2025 comprising approximately 59.8% U.S. stocks, 25.4% foreign stocks, 2% real estate, and 12.8% bonds, gradually shifting toward capital preservation as the enrollment year nears. The fund pools contributions to invest in a diverse mix of MFS-managed mutual funds, leveraging professional management and broad market exposure. It is intended to help families and individuals save for qualified higher education expenses, benefiting from features typical of 529 plans—such as tax-deferred growth and tax-free withdrawals for eligible costs. The MFS 529 Enrollment Year 2042 Fund Class A simplifies long-term educational saving by employing a ‘set it and forget it’ approach, requiring minimal ongoing maintenance as the allocation shifts automatically to more conservative investments over time.

• Stock Exchange: NASDAQ
• Ticker Symbol: MMAHX

Performance

MMAHX had a total return of 14.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.36%.