MFS Moderate Allocation Fund (MAMAX) Research

The fund's primary objective is to achieve broad diversification across various asset categories. It accomplishes this by directing its investments into a portfolio of other mutual funds, all managed by the same advisor, referred to as underlying funds. Within the equity allocations, the advisor strategically diversifies by geography, incorporating both domestic and international underlying funds. It further diversifies by company size, spanning large, mid, and small market capitalizations through its underlying fund selections, and by investment approach, integrating both growth and value-oriented underlying funds.

Market snapshot

Symbol
MAMAX
Price
$20.88
Day change
+0.48%
Market cap
$6.4B
52-week range
19.34-21.33
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Mid Cap Value Fund (AVUAX)
  • MFS Aggressive Growth Allocation Fund (MAAGX)
  • MFS Conservative Allocation Fund (MACFX)
  • T. Rowe Price High Yield Fund (PRHYX)
  • T. Rowe Price International Discovery Fund (TIDDX)
  • T. Rowe Price Retirement 2060 Fund (TRRLX)

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