MFS Moderate Allocation Fund

Frequently Asked Questions About MAMAX

What does MAMAX invest in?

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.

What is the expense ratio of MAMAX?

MFS Moderate Allocation Fund (MAMAX) charges an expense ratio of 0.89%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MAMAX?

MFS Moderate Allocation Fund (MAMAX) manages $6.43B 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 MAMAX actively managed or an index fund?

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

When was MAMAX launched?

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

How has MAMAX performed?

MAMAX'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.