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Mfs Moderate Allocation Fund Class I (MMAIX)

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20.40 +0.02 +0.10%

19/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 391.56M

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

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MMAIX Overview

Find basic information about the Mfs Moderate Allocation Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MMAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change0.69%

Prev. Close20.38

Risk Rating

TTM Yield2.69%

ROE21.28%

IssuerMFS

Turnover2%

ROA7.99%

Inception Date37435

Total Assets391.56M

Expenses0.09%

Min. InvestmentN/A

Market Cap59.26B

CategoryGlobal Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1011	984	1084	1184	1441	1858
Fund Return	1.09%	-1.58%	8.39%	5.79%	7.59%	6.39%
Place in category	226	247	257	246	218	38
% in Category	46	52	52	50	53	7

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.74B	1.12	8.10	8.80
MFS Instl International Equity	19.29B	10.05	10.36	7.09
MFS Value R6	19.38B	1.15	8.21	8.92
MFS Growth R6	17.84B	-7.65	13.92	13.98
MFS Intl Diversification I	15.47B	8.89	8.73	6.52

Top Funds for Global Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Income Fund of Amer	78.96B	4.34	6.92	6.92
American Funds Income Fund of A R6	23.04B	4.42	7.25	7.23
Vanguard STAR Inv	21.63B	0.04	6.73	6.98
Vanguard LifeStrategy Moderate Gr I	20.94B	1.15	6.93	6.21
American Funds Global Balanced R6	15.24B	2.65	6.71	5.24

Top Holdings

Name	ISIN	Weight %	Last	Change %
MFS Government Securities R6	-	9.80	-	-
MFS Total Return Bond R6	-	8.75	-	-
MFS Value R6	-	8.19	-	-
MFS Inflation-Adjusted Bond R6	-	7.28	-	-
MFS Research R6	-	6.90	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	BUY
Summary	Strong Buy	Strong Buy	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Moderate Allo.	20.40	+0.02	+0.10%