Mfs Moderate Allocation Fund Manager Performance Evaluation
The fund holds a Beta of -0.0981, which indicates relatively modest fluctuations relative to the market. the mildly negative beta suggests MFS MODERATE provides a partial hedge against market-wide declines.
Risk-Adjusted Performance
Weak
Weak | Strong |
For the recent 90-day horizon, Mfs Moderate Allocation failed to convert risk into positive risk-adjusted performance. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong forward-looking indicators, MFS MODERATE is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
MFS |
Relative Risk vs. Return Landscape
If you had invested $ 1,992 in Mfs Moderate Allocation on December 20, 2025 and sold it today you would have lost $ 16.00 from holding Mfs Moderate Allocation or given up 0.8% of portfolio value over 90 days. Mfs Moderate Allocation is currently producing negative expected returns and carries 0.451% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than MFS, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Investor Alerts and Insights
Tracking MFS MODERATE through automated alerts focuses attention on the most impactful fund developments. Notifications for Mfs Moderate Allocation surface changes in technical patterns and fundamental metrics that could influence investment decisions.| MFS MODERATE generated a negative expected return over the last 90 days | |
| The fund maintains about 8.13% of its assets in bonds |
MFS MODERATE Fundamentals Growth
Market participants price MFS Mutual Fund based on their assessment of MFS MODERATE's financial trajectory. Earnings growth, revenue momentum, profitability ratios, and debt levels are the primary fundamentals that drive MFS Mutual Fund valuation.
| Price To Earning | 4.57 X | |||
| Price To Book | 2.49 X | |||
| Price To Sales | 1.92 X | |||
| Total Asset | 6.41 B | |||
Performance Metrics & Calculation Methodology
MFS MODERATE performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Volatility-adjusted return provides comparability across instruments.
Macroaxis compiles Mfs Moderate Allocation metrics from fund disclosures and market reference feeds and applies consistent transformation rules before display. Not all fields update in real time. Return and risk statistics are calculated from historical price series.