MFS Conservative Allocation Fund (MACFX) Research
The fund is designed to achieve broad diversification across various asset classes. It accomplishes this by allocating its capital to a selection of underlying mutual funds, all managed by the same advisor. For the equity component of its portfolio, the advisor employs a comprehensive diversification strategy, which includes geographical breadth (investing in both domestic and international funds), varied company sizes (encompassing large, mid, and small market capitalization funds), and distinct investment philosophies (integrating both growth and value-oriented approaches).
Market snapshot
- Symbol
- MACFX
- Price
- $17.29
- Day change
- +0.35%
- Market cap
- $3.6B
- 52-week range
- 16.37-17.59
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Franklin Mutual Beacon Fund (BEGRX)
- American Funds College 2036 Fund (CCFAX)
- Janus Henderson Contrarian Fund (JCNCX)
- MFS Aggressive Growth Allocation Fund (MAAGX)
- Neuberger Berman Sustainable Equity Fund (NBSRX)
- Columbia Large Cap Index Fund (NINDX)
- T. Rowe Price Large-Cap Value Fund (TRLUX)
- T. Rowe Price Retirement 2010 Fund (TRRAX)
Open MFS Conservative Allocation Fund (MACFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.