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MFS Moderate Allocation C (MMACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.81+0.09 (+0.48%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash5.38%
Stocks55.58%
Bonds41.85%
Others-2.93%
Preferred0.09%
Convertible0.01%

Sector weightings (%)

Sector(s)
MMACX
Basic materials
5.11%
Consumer cyclical
9.09%
Financial services
15.18%
Property
7.44%
Consumer defensive
5.21%
Healthcare
11.80%
Utilities
2.87%
Communication services
4.99%
Energy
3.91%
Industrials
15.14%
Technology
19.27%

Equity holdings

AverageMMACXCategory average
Price/Earnings0.0423.62
Price/book0.333.26
Price/sales0.432.32
Price/Cash flow0.0715.57
Median market cap59,886.797,816.96
3-year earnings growth18.1215.47

Bond holdings

AverageMMACXCategory average
Maturity9.055.72
Duration3.824.49
Credit qualityN/AN/A

Bond ratings

Sector(s)MMACX
US government20.04%
AAA49.50%
AA3.21%
A6.18%
BBB12.86%
BB8.20%
B5.44%
Below B2.09%
Others12.53%

Top 10 holdings (71.01% of total assets)

Get quotes for top holdings
NameSymbol% assets
MFS Government Securities R6MFGKX9.02%
MFS Total Return Bond R6MRBKX8.19%
MFS Value R6MEIKX8.18%
MFS Research R6MFRKX7.35%
MFS Growth R6MFEKX7.34%
MFS Mid Cap Value R6MVCKX7.22%
MFS Mid Cap Growth R6OTCKX7.08%
MFS Inflation-Adjusted Bond R6MIAKX6.71%
MFS Research International R6MRSKX5.02%
MFS Global Opportunistic Bd R6MGBOX4.90%