MFS MODERATE Mutual Fund Fund Managers
| MAMAX Fund | USD 19.78 -0.07 -0.35% |
A management-performance review of Mfs Moderate Allocation helps investors understand how portfolio construction, mandate discipline, and attribution are shaping the fund's results. That matters because fund leadership can influence turnover, concentration, and the durability of the stated investment mandate.
MFS |
| Symbol | MAMAX |
| Name | Mfs Moderate Allocation |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Mfs Moderate Allocation Leadership is currently not available. This may reflect a temporary coverage gap.
If you believe this Leadership is not accurate, please let us know and we will review it. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
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Mutual Fund Ownership Analysis
The fund maintains about 8.13% of assets in bonds. Mfs Moderate Allocation's last dividend was $0.03 per share.Sector Exposure (%)
A sector-allocation review for Mfs Moderate Allocation helps investors understand whether the strategy is balancing exposure across the economy or leaning aggressively into one theme. The current category mapping is Allocation--50% to 70% Equity. Broader diversification may reduce concentration risk, but it can also dilute the return impact of the strongest sleeves.
Instrument Allocation (%)
Top Mutual Fund Constituents
| MEIKX | Mfs Value Fund | Mutual Fund | |
| MFEKX | Mfs Growth Fund | Mutual Fund | |
| MFGKX | Mfs Government Securities | Mutual Fund | |
| MFRKX | Mfs Research Fund | Mutual Fund | |
| MGBOX | Mfs Global Bond | Mutual Fund | |
| MHIKX | Mfs High Income | Mutual Fund | |
| MIAKX | Mfs Inflation Adjusted Bond | Mutual Fund | |
| MRBKX | Mfs Total Return | Mutual Fund | |
| MRSKX | Mfs Research International | Mutual Fund | |
| MVCKX | Mfs Mid Cap | Mutual Fund | |
| OTCKX | Mfs Mid Cap | Mutual Fund |
Outstanding Bonds
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MTB 47 27 JAN 28 Corp BondUS55279HAW07 | View | |
| US55279HAQ39 Corp BondUS55279HAQ39 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Institutional ownership analysis for Mfs Moderate Allocation matters because banks, hedge funds, pension plans, and other professional investors can influence price and liquidity more forcefully than smaller holders. This matters because getting in early on a sponsorship cycle may help, but getting caught near a large-holder exit can have the opposite effect.
MFS MODERATE Net Asset Comparison
Mfs Moderate Allocation ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 41.84 Billion. MFS MODERATE retains roughly 6.57 Billion in net asset claiming about 16% of funds in Allocation--50% to 70% Equity category.
Mfs Moderate Allocation Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Mfs Moderate Allocation Price Series Multiplication is a cross multiplication of MFS MODERATE price series and its benchmark/peer.
Management Information & Data Sources
Management review for MFS MODERATE focuses on portfolio leadership, allocation discipline, and operating consistency. Insider activity can provide context on alignment between management and outside holders.
Unless otherwise specified, data for Mfs Moderate Allocation is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Insider and management fields are mapped from published filings and company disclosures.