MFS Moderate Allocation Fund Class R3 (MAMHX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.73% | 3.77% | -2.04% |
Year-to-Date | 0.48% | 1.26% | -0.78% |
1 Year | 3.86% | 0.00% | 3.86% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
18%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 18% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.33%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$429
Real cost (fees + lost compounding)
$530
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
100%
Return in excess of styles
(over past year)
-1.67%