MMABX Mutual Fund
MMABX Mutual Fund
MMABX Mutual Fund
MFS Moderate Allocation Fund Class B
MMABX Mutual Fund Overview
MMABX Mutual Fund (MFS Moderate Allocation Fund Class B) is managed by MFS Investment Management with $4.0M in net assets. MMABX expense ratio is 1.63%, holding 27 positions across various sectors. Inception date: 2002-06-28.
MMABX performance shows a YTD return of 2.89%. The 1-year return is 4.14% and the 5-year return is 2.58%. MMABX dividend yield stands at 1.91%, paid quarterly.
MMABX top holdings include Mfs Government Securities Fund (9.9%), Mfs Research Bond Fund (9.0%), Mfs Value Fund (8.1%), Mfs Research Fund (7.3%), Mfs Growth Fund Class R6 (7.1%). Go to all MMABX holdings, MMABX sectors, or MMABX dividends.
MMABX can be compared against other funds. Use MMABX overlap to find shared positions, or MMABX vs another fund for a side-by-side view. MMABX alternatives are available via the screener, along with tax-loss harvesting opportunities.