MFS Moderate Allocation Fund Cl R2 (MARRX)
MARRX is a mutual fund that focuses on moderate allocation, meaning it aims to strike a balance between risk and return by investing in a mix of stocks, bonds, and other assets. This fund is managed by MFS Investment Management and is classified as Class R2, which typically indicates a lower expense ratio and minimum investment compared to other classes. MARRX seeks to provide long-term growth and income for its investors through a diversified portfolio.
MARRX Mutual Fund Chart & Stats
$19.78
At close: 4:00 PM EST- Previous Close
- $19.78
- Sub-Category
- Moderate Allocation
- Total Liabilities
- $2.42M
- Expense Ratio
- 1.13%
- Holding Count
- 23
- Brand
- Mfs Series Trust X
- Category
- Balanced
- Total Assets
- 6.38B
- Shares Outstanding
- N/A
- 52-Week Range
- $18.73 - $20.68
Top 10 Holdings
| Name | Weight % |
|---|---|
| MFGKXMFS Government Securitities Class R6 | 9.94% |
| MRBKXMFS Total Return Bond Fund Class R6 | 8.96% |
| MEIKXMFS Value Fund Class R6 | 8.00% |
| MFRKXMFS Research Fund Class R6 | 7.30% |
| MFEKXMFS Growth Fund Class R6 | 7.29% |
| MVCKXMFS Mid Cap Value Fund Class R6 | 7.03% |
| MIAKXMFS Inflation-Adjusted Bond Fund - Class R6 | 6.97% |
| OTCKXMFS Mid Cap Growth Fund Class R6 | 6.88% |
| MRSKXMFS Research International Fund Class R6 | 5.26% |
| MGBOXMFS Global Bond Fund Class R6 | 4.97% |
| Total | 72.61% |
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