MACFX : MFS Conservative Allocation Fund Class A

MACFX is a Allocation Market All-In-One with LOW fees.

MACFX

MFS Conservative Allocation Fund Class A

FI Score

77 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

77% FI Score
  • macfx
  • Mutual Fund
  • Allocation
  • All-In-One

MFS Conservative Allocation Fund Class A

Expenses: 0.33% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks a high level of total return consistent with a conservative level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

Largest Holdings

Amount Holding
14.88% MFS Total Return Bond R6
9.98% MFS Inflation-Adjusted Bond R6
9.87% MFS Limited Maturity R6
9.54% MFS Government Securities R6
6.22% MFS Growth R6
6.16% MFS Research R6
6.08% MFS Value R6
5.03% MFS High Income R6
4.93% MFS Global Bond R6
4.10% MFS Mid Cap Growth R6
4.09% MFS Mid Cap Value R6
4.02% MFS Research International R6
2.98% MFS Emerging Markets Debt R6
2.03% MFS International Growth R6
2.02% MFS International Intrinsic Value R6
2.01% MFS Global Real Estate R6
2.00% MFS Emerging Markets Debt Lcl Ccy R6
1.90% MFS Commodity Strategy R6
1.05% MFS New Discovery R6
1.05% MFS New Discovery Value R6

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo