MFS Moderate Allocation Fund Class A

Overview

The MFS Moderate Allocation Fund Class A is a mutual fund that seeks long-term growth of capital and current income by allocating its assets across various asset classes. The fund's target allocations are 50% U.S. stocks, 10% international stocks, 35% bonds, and 5% cash. It implements this allocation by investing in a mix of underlying funds, which may invest directly in U.S. equity securities, foreign equity securities, U.S. investment-grade fixed income securities, and other short-term obligations. The fund's strategy focuses on balancing investments between domestic and international equities, aiming to achieve moderate growth while managing risk. It offers dividends and capital gains annually, with a minimum initial investment of $1,000 and a front-end sales charge of 5.75%. The expense ratio is 0.34%, and the fund has a net asset value of approximately $5.12 billion as of December 31, 2025. Investors can access the fund through various platforms, including the official MFS website and financial news outlets. The fund's performance is regularly updated, and it is managed by a team at Massachusetts Financial Services Company, headquartered in Boston, MA. For more detailed information, investors can visit the MFS website or contact their customer service for assistance.

Investment Focus

• Minimum initial investment: $1,000
• Front-end sales charge: 5.75%
• Expense ratio: 0.34%