Mfs Servative Allocation Fund Quote
| MACFX Fund | USD 17.31 0.05 0.29% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Mfs Conservative is trading at 17.31 as of the 23rd of November 2024; that is 0.29% down since the beginning of the trading day. The fund's open price was 17.36. Mfs Conservative has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Mfs Servative Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. 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 stock fund allocations, the adviser seeks to diversify by geography , in terms of market capitalization , and by style .. More on Mfs Servative Allocation
Moving together with Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, MFS (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of September 2022 |
| Fiscal Year End | May |
Mfs Servative Allocation [MACFX] is traded in USA and was established 23rd of November 2024. Mfs Conservative is listed under MFS category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of MFS family. This fund now has accumulated 3.86 B in assets with no minimum investment requirementsMfs Servative Allocation is currently producing year-to-date (YTD) return of 7.09% with the current yeild of 0.03%, while the total return for the last 3 years was 0.75%.
Check Mfs Conservative Probability Of Bankruptcy
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 Servative 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 Servative Allocation Mutual Fund Constituents
| MEIKX | Mfs Value Fund | Mutual Fund | Large Value | |
| MFEKX | Mfs Growth Fund | Mutual Fund | Large Growth | |
| MFGKX | Mfs Government Securities | Mutual Fund | Intermediate Government | |
| MFRKX | Mfs Research Fund | Mutual Fund | Large Blend | |
| MHIKX | Mfs High Income | Mutual Fund | High Yield Bond | |
| MIAKX | Mfs Inflation Adjusted Bond | Mutual Fund | Inflation-Protected Bond | |
| MQLKX | Mfs Limited Maturity | Mutual Fund | Short-Term Bond | |
| MRBKX | Mfs Total Return | Mutual Fund | Intermediate Core-Plus Bond |
Mfs Servative Allocation Risk Profiles
| Mean Deviation | 0.2189 | |||
| Semi Deviation | 0.2446 | |||
| Standard Deviation | 0.2808 | |||
| Variance | 0.0788 |
Mfs Conservative Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Conservative 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 Conservative security.
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