MFS Conservative Allocation Fund

Frequently Asked Questions About MACFX

What are the top holdings of MACFX?

A machine-readable holdings disclosure for MFS Conservative Allocation Fund (MACFX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does MACFX invest in?

MFS Conservative Allocation Fund (MACFX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is MACFX most exposed to?

MACFX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is MACFX a US-only fund?

The country allocation card on this page shows MACFX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

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).