MFS Moderate Allocation C

Frequently Asked Questions About MMACX

What does MMACX invest in?

The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

What is the expense ratio of MMACX?

MFS Moderate Allocation C (MMACX) charges an expense ratio of 1.64%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MMACX?

MFS Moderate Allocation C (MMACX) 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 MMACX actively managed or an index fund?

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

When was MMACX launched?

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

How has MMACX performed?

MMACX'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.