MFS Moderate Allocation Fund - Class I (MMAIX)
The MFS Moderate Allocation Fund - Class I (MMAIX) is a mutual fund that aims to provide investors with a balanced portfolio of stocks and bonds. It is managed by MFS Investment Management, a leading global investment firm. This fund is designed for investors seeking moderate risk and potential for long-term growth. It may invest in a mix of domestic and international equities, as well as fixed income securities. The Class I shares are typically offered to institutional investors and have lower fees compared to other share classes. Overall, MMAIX offers a diversified and actively managed approach to achieving moderate returns for investors.
MMAIX Mutual Fund Chart & Stats
$20.88
At close: 4:00 PM EST- Previous Close
- $20.88
- Sub-Category
- Moderate Allocation
- Total Liabilities
- $2.42M
- Expense Ratio
- 0.63%
- Holding Count
- 23
- Brand
- Mfs Series Trust X
- Category
- Balanced
- Total Assets
- 6.38B
- Shares Outstanding
- N/A
- 52-Week Range
- $19.75 - $21.80
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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