Mfs Moderate is trading at 20.29 as of the 23rd of January 2026; that is 0.30% up since the beginning of the trading day. The fund's open price was 20.23. Mfs Moderate has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of October 2025 and ending today, the 23rd of January 2026. Click here to learn more.
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 , in terms of market capitalization , and by style .. More on Mfs Moderate Allocation
Mfs Moderate Allocation [MAMAX] is traded in USA and was established 23rd of January 2026. Mfs Moderate is listed under MFS category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of MFS family. This fund now has accumulated 6.46 B in assets with no minimum investment requirementsMfs Moderate Allocation is currently producing year-to-date (YTD) return of 1.66% with the current yeild of 0.03%, while the total return for the last 3 years was 10.69%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Moderate Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Moderate Allocation Mutual Fund Constituents
The fund maintains about 8.13% of assets in bonds. Mfs Moderate Allocation last dividend was 0.03 per share. Large Blend To find out more about Mfs Moderate Allocation contact the company at 800-225-2606.
Mfs Moderate issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Mfs Moderate Allocation uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Mfs bonds can be classified according to their maturity, which is the date when Mfs Moderate Allocation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Mfs Moderate intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Mfs Moderate mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Mfs Moderate's time-series forecasting models are one of many Mfs Moderate's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Mfs Moderate's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Mfs Moderate financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Moderate security.