MACIX Mutual Fund

MACIX Mutual Fund (MFS Conservative Allocation Fund Class I) is managed by MFS Investment Management with $333.5M in net assets. MACIX expense ratio is 0.58%, holding 26 positions across various sectors. Inception date: 2002-06-28.

MACIX performance shows a YTD return of 1.88%. The 1-year return is 3.25% and the 5-year return is 2.44%. MACIX dividend yield stands at 3.54%, paid quarterly.

MACIX top holdings include Mfs Research Bond Fund (15.0%), Mfs Limited Maturity Fund - Class R6 (10.1%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (10.0%), Mfs Global Bond Fund (7.0%). Go to all MACIX holdings, MACIX sectors, or MACIX dividends.

MACIX can be compared against other funds. Use MACIX overlap to find shared positions, or MACIX vs another fund for a side-by-side view. MACIX alternatives are available via the screener, along with tax-loss harvesting opportunities.