Mfs Moderate is trading at 20.65 as of the 25th of July 2025; that is 0.15% up since the beginning of the trading day. The fund's open price was 20.62. Mfs Moderate has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 26th of April 2025 and ending today, the 25th of July 2025. 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 [MAMJX] is traded in USA and was established 25th of July 2025. 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 5.74 B in assets with no minimum investment requirementsMfs Moderate Allocation is currently producing year-to-date (YTD) return of 6.72% with the current yeild of 0.03%, while the total return for the last 3 years was 9.7%.
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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
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.