MFS Conservative Allocation Fund

Frequently Asked Questions About MACFX

What does MACFX invest in?

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).

What is the expense ratio of MACFX?

MFS Conservative Allocation Fund (MACFX) charges an expense ratio of 0.83%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MACFX?

MFS Conservative Allocation Fund (MACFX) manages $3.57B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MACFX actively managed or an index fund?

MACFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MACFX launched?

MFS Conservative Allocation Fund (MACFX) launched in July 2002 and is managed by the fund issuer.

How has MACFX performed?

MACFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.