MFS Moderate Allocation Fund

Fund Profile

Fund profile

Tickers

MAMAX, MAMJX, MMABX, MMACX, MMAIX, MAMFX, MARRX, MAMHX, MAMPX

Fund manager

MFS Series Trust X

Total assets

$6.81 bn

Liabilities

$1.99 mm

Net assets

$6.81 bn

Number of holdings

23.00

23 Holdings

As of Nov 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
MFS Government Securities Fund	646.02 mm	74.94 mm shares	9.48	Common equity	Long	USA
MFS Research Bond Fund	577.47 mm	60.28 mm shares	8.48	Common equity	Long	USA
MFS Value Fund	545.99 mm	9.80 mm shares	8.02	Common equity	Long	USA
MFS Research Fund	492.13 mm	7.53 mm shares	7.23	Common equity	Long	USA
MFS Growth Fund	489.05 mm	2.13 mm shares	7.18	Common equity	Long	USA
MFS Mid Cap Growth Fund	483.13 mm	13.55 mm shares	7.09	Common equity	Long	USA
MFS Mid Cap Value Fund	480.39 mm	12.69 mm shares	7.05	Common equity	Long	USA
MFS Inflation Adjusted Bond Fund	474.64 mm	51.76 mm shares	6.97	Common equity	Long	USA
MFS Global Opportunistic Bond Fund	339.78 mm	41.44 mm shares	4.99	Common equity	Long	USA
MFS Research International Fund	339.20 mm	14.45 mm shares	4.98	Common equity	Long	USA
MFS High Income Fund	268.90 mm	86.46 mm shares	3.95	Common equity	Long	USA
MFS Global Real Estate Fund	206.29 mm	11.56 mm shares	3.03	Common equity	Long	USA
MFS Commodity Strategy Fund	203.89 mm	56.17 mm shares	2.99	Common equity	Long	USA
MFS Emerging Markets Debt Fund	202.68 mm	16.68 mm shares	2.98	Common equity	Long	USA
MFS Institutional Money Market Portfolio	170.38 mm	170.36 mm shares	2.50	Short-term investment vehicle	Long	USA
MFS International Intrinsic Value Fund	135.97 mm	3.28 mm shares	2.00	Common equity	Long	USA
MFS International Large Cap Value Fund	135.85 mm	9.47 mm shares	1.99	Common equity	Long	USA
MFS International Growth Fund	135.00 mm	3.01 mm shares	1.98	Common equity	Long	USA
MFS Emerging Markets Debt Local Currency Fund	134.68 mm	25.03 mm shares	1.98	Common equity	Long	USA
MFS New Discovery Value Fund	103.02 mm	4.92 mm shares	1.51	Common equity	Long	USA
MFS New Discovery Fund	102.52 mm	3.04 mm shares	1.51	Common equity	Long	USA
MFS International New Discovery Fund	67.80 mm	2.04 mm shares	1.00	Common equity	Long	USA
MFS Emerging Markets Equity Fund	66.63 mm	1.87 mm shares	0.98	Common equity	Long	USA