MAMAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Moderate Allocation A (MAMAX) Ownership - Who owns MFS Moderate Allocation A?

The investment seeks a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

MAMAX

Net Assets

6.32B

Fund Existence

almost 23 years

Turnover

4.00

Total Expense Ratio

0.90

Front Load

5.75%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.90

Assets in Top Ten Holdings

4.72B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

7.46

Fund of Funds

Yes

Fund Share Class Net Assets

4.95B

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

5.55

No Load Fund

Number of Long Holdings

23.00

Number of Net Holdings

23.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.55

Weighting Top Ten Holdings

70.99%

Gain YTD

1.994

Annual Yield % from dividends

2.49

Returns for 1 year

3.84

Returns for 3 years

8.97

Returns for 5 years

27.32

Returns for 10 years

36.73

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details