Mfs Moderate Allocation Fund Quote
| MAMAX Fund | USD 19.78 -0.07 -0.35% |
Performance Weak
| Odds Of Distress Low
|
Mfs Moderate Allocation (MAMAX) currently is priced at $19.78 as of March 15, 2026, representing 0.35% down on the day after opening at $19.85. MFS MODERATE currently exhibits 22% estimated likelihood of financial distress over the forecast period. Over the prior 90 trading days, MFS MODERATE has delivered negative risk-adjusted returns, in line with its weak performance profile. The performance scores are derived for the period from December 15, 2025 through March 15, 2026. Learn more.
Moving together with MFS Mutual Fund
Mutual Fund Highlights
Mfs Moderate Allocation [MAMAX] is traded in USA. The fund is listed under the Allocation--50% to 70% Equity category and is part of the MFS family. This fund now has accumulated 6.57 B in assets with no minimum investment requirements. Mfs Moderate Allocation is currently producing a year-to-date (YTD) return of 0.95%, while the total return for the last 3 years is 10.38%. MFS MODERATE financial stability analysisInstrument Allocation
Notable Updates
| Fund Concentration | MFS Funds, Large Blend Funds, Allocation--50% to 70% Equity, MFS (View all Sectors) |
| Update Date | 31st of March 2026 |
| Expense Ratio Date | 26th of September 2025 |
| Fiscal Year End | May |
Sector Allocation
Investors will always prefer to have their portfolios diversified 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.
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.
Common Risk Profiles
| Mean Deviation | 0.3505 | |||
| Standard Deviation | 0.4437 | |||
| Variance | 0.1969 | |||
| Risk Adjusted Performance | -0.01 |
Mfs Moderate Allocation Against Markets
Mutual Fund Analysis Notes
The fund maintains about 8.13% of assets in bonds. Mfs Moderate Allocation's last dividend was $0.03 per share. Mfs Moderate Allocation posted $5.2 billion in Total Assets and $6.6 billion in Net Assets for the reported period.Investor Insights and Alerts
Automated alerts tied to Mfs Moderate Allocation help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| MFS MODERATE generated a negative expected return over the last 90 days | |
| The fund maintains about 8.13% of its assets in bonds |
Top Mfs Moderate Allocation 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 |
Predictive Daily Indicators
Daily trading signals in Mfs Moderate Allocation help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 19.78 | |||
| Day Typical Price | 19.78 | |||
| Price Action Indicator | -0.04 | |||
| Period Momentum Indicator | -0.07 |
Forecast Models
Quantitative forecast tools for Mfs Moderate Allocation focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.Mutual Fund Overview, Methodology & Data Sources
The fund overview for MFS MODERATE summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to MFS Funds, Large Blend Funds. The current allocation is approximately 54.0% equities, 8.0% bonds and 2.0% cash. It is classified under Allocation--50% to 70% Equity within the MFS family.
Methodology
Unless otherwise specified, data for Mfs Moderate Allocation is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Mfs Moderate Allocation market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: Macroaxis analytics incorporate public fund disclosures, holdings reports, and market data feeds and official disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Data harmonization may result in minor timing offsets. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Mfs Moderate Allocation may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.