MFS Conservative Allocation FundMACJX
Type
Mutual fund
Peer group
Allocation
Net assets
$3.7B
Expense ratio
0.58%
1-year return
+6.8%
3 years, a year
+8.7%
5 years, a year
+3.5%
12-month yield
6.59%
Holdings
22
What it aims to do.
The fund's investment objective is to seek a high level of total return consistent with a conservative level of risk relative to the other MFS Asset Allocation Funds. (The MFS Asset Allocation Funds currently are MFS Conservative Allocation Fund, MFS Moderate Allocation Fund, MFS Growth Allocation Fund, and MFS Aggressive Growth Allocation Fund.)
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Research Bond Fund | 14.97% |
| MFS Government Securities Fund | 10.00% |
| MFS Inflation Adjusted Bond Fund | 10.00% |
| MFS Ltd Maturity Fund | 9.98% |
| MFS Global Opportunistic Bond Fund | 6.99% |
| MFS Value Fund | 5.98% |
| MFS Research Fund | 5.21% |
| MFS Growth Fund | 5.17% |
| MFS High Income Fund | 3.98% |
| MFS Mid Cap Value Fund | 3.97% |
More on MACJX.
- MACJX overview
- MACJX holdings
- MACJX risk
- MACJX costs
- MACJX money in and out
- MACJX share classes
- Compare MACJX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.