MFS Moderate Allocation FundMARRX
Type
Mutual fund
Peer group
Allocation
Net assets
$6.6B
Expense ratio
1.14%
1-year return
+8.7%
3 years, a year
+10.4%
5 years, a year
+4.2%
Holdings
23
What it aims to do.
The fund's investment objective is to seek a high level of total return consistent with a moderate 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 Government Securities Fund | 9.84% |
| MFS Research Bond Fund | 8.55% |
| MFS Value Fund | 8.15% |
| MFS Mid Cap Value Fund | 7.16% |
| MFS Research Fund | 7.12% |
| MFS Inflation Adjusted Bond Fund | 7.02% |
| MFS Growth Fund | 6.76% |
| MFS Mid Cap Growth Fund | 6.65% |
| MFS Research International Fund | 5.43% |
| MFS Global Opportunistic Bond Fund | 5.02% |
More on MARRX.
- MARRX overview
- MARRX holdings
- MARRX risk
- MARRX costs
- MARRX money in and out
- MARRX share classes
- Compare MARRX 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.