MFS Moderate Allocation Fund (MAMAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.94: the stock has moved about 6% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerMFS Moderate Allocation Fund (MAMAX) trades at $20.51. MFS Moderate Allocation Fund (MAMAX) is a mutual fund that seeks diversification across asset classes by investing in other MFS-advised mutual funds. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for MAMAX: MAMAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
MFS Moderate Allocation Fund (MAMAX) Financial Services Profile
MFS Moderate Allocation Fund (MAMAX) offers diversified exposure across asset classes, primarily through investments in other MFS-managed funds. The fund strategically allocates its assets across domestic and international equities, various market capitalizations, and growth and value styles, aiming to provide a balanced investment approach for moderate risk tolerance.
What Is the Investment Thesis for MAMAX?
MAMAX presents a diversified investment option for investors seeking moderate risk exposure. With a market capitalization of $6.40 billion and a beta of 0.94, the fund demonstrates a relatively stable investment profile. The fund's performance hinges on the asset allocation strategy and the performance of the underlying MFS funds. Key value drivers include MFS Investment Management's expertise in fund selection and asset allocation, as well as the fund's ability to adapt to changing market conditions. Upcoming catalysts include potential shifts in asset allocation strategies to capitalize on emerging market opportunities or changes in interest rate environments. Potential risks include underperformance of underlying funds and market volatility impacting overall returns.
Based on FMP financials and quantitative analysis
MAMAX Key Highlights
Market capitalization of $6.40 billion indicates a substantial asset base.
- Beta of 0.94 suggests moderate volatility relative to the broader market.
- Fund-of-funds structure provides diversification across multiple asset classes and investment strategies.
- MFS Investment Management's advisory role brings established expertise in asset allocation and fund selection.
- Absence of dividend yield reflects a focus on capital appreciation rather than income generation.
Who Are MAMAX's Competitors?
MAMAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AVUAX American Century Mid Cap Value Fund | $16.18 | +0.37% | $5.33B | — |
| MAAGX MFS Aggressive Growth Allocation Fund | $34.69 | +0.67% | $3.06B | — |
| MACFX MFS Conservative Allocation Fund | $16.88 | +0.24% | $3.50B | — |
| PRHYX T. Rowe Price High Yield Fund | $5.72 | 0.00% | $6.15B | — |
| TIDDX T. Rowe Price International Discovery Fund | $84.19 | +0.73% | $6.74B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MAMAX's Key Strengths?
Diversified asset allocation across multiple asset classes.
- Fund-of-funds structure provides broad market exposure.
- Managed by experienced investment professionals at MFS Investment Management.
- Moderate risk profile suitable for a wide range of investors.
What Are MAMAX's Weaknesses?
Performance is dependent on the performance of underlying funds.
- Management fees can be higher compared to passively managed funds.
- Lack of direct control over individual security selection.
- Potential for overlapping investments across underlying funds.
What Are the Key Risks for MAMAX?
Underperformance of underlying funds can negatively impact overall returns.
- Market volatility can lead to fluctuations in fund value.
- Changes in interest rates can affect fixed income investments.
- Competition from other diversified mutual funds and ETFs.
- Regulatory changes can impact fund operations and performance.
What Are MAMAX's Competitive Advantages?
- Established brand and reputation of MFS Investment Management.
- Diversified asset allocation strategy reduces risk.
- Fund-of-funds structure provides broad market exposure.
- Access to MFS Investment Management's research and investment expertise.
What Does MAMAX Do?
MFS Moderate Allocation Fund (MAMAX) is a mutual fund managed by MFS Investment Management, a global asset manager with a history dating back to 1924. The fund operates under a fund-of-funds structure, meaning it invests its assets in other mutual funds, all of which are advised by MFS. This approach allows MAMAX to achieve broad diversification across various asset classes, including domestic and international equities, fixed income, and potentially other asset categories. Within its equity allocation, the fund further diversifies by geography, investing in both domestic and international markets. It also diversifies by market capitalization, including large-cap, mid-cap, and small-cap stocks, and by investment style, blending growth and value strategies. The fund's objective is to provide a moderate level of risk and return, suitable for investors seeking a balanced approach to investing. MAMAX's performance is directly tied to the performance of the underlying MFS funds in which it invests, making MFS Investment Management's expertise and fund selection process critical to its success. The fund's structure allows investors to gain exposure to a wide range of investment strategies and asset classes through a single investment vehicle.
What Products and Services Does MAMAX Offer?
- Invests in other mutual funds managed by MFS Investment Management.
- Provides diversification across various asset classes, including equities and fixed income.
- Allocates assets across domestic and international markets.
- Diversifies equity investments by market capitalization (large, mid, and small-cap).
- Employs both growth and value investment styles.
- Seeks to provide a moderate level of risk and return for investors.
- Offers a fund-of-funds structure for broad market exposure.
How Does MAMAX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net inflows from investors.
- Expenses include management fees paid to MFS Investment Management and other operational costs.
What Industry Does MAMAX Operate In?
MFS Moderate Allocation Fund operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. Trends include the increasing popularity of passive investing, the rise of ESG (environmental, social, and governance) considerations, and the growing demand for personalized investment solutions. MAMAX competes with other diversified mutual funds and asset allocation strategies, including those offered by AVUAX, MAAGX, MACFX, PRHYX, and TIDDX. The fund's success depends on its ability to deliver competitive returns while maintaining a moderate risk profile.
Who Are MAMAX's Key Customers?
- Individual investors seeking diversified investment solutions.
- Financial advisors looking for asset allocation strategies for their clients.
- Retirement plans and other institutional investors.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -2.9%.
MAMAX Financials
Bull Case vs Bear Case
Bull Case
- Diversified asset allocation across multiple asset classes.
- Fund-of-funds structure provides broad market exposure.
- Managed by experienced investment professionals at MFS Investment Management.
- Moderate risk profile suitable for a wide range of investors.
Bear Case
- Performance is dependent on the performance of underlying funds.
- Management fees can be higher compared to passively managed funds.
- Lack of direct control over individual security selection.
- Potential for overlapping investments across underlying funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
MAMAX Latest News
No recent news available for MAMAX.
MAMAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for MAMAX.
Price Targets
Wall Street price target analysis for MAMAX.
MAMAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for MAMAX; grades run from A+ (80-100) to F (below 30).
Common Questions About MAMAX (Financials)
What do analysts say about MAMAX stock?
As a mutual fund, MAMAX does not have traditional stock analyst ratings. However, its performance is closely monitored by financial analysts who evaluate the fund's asset allocation strategy, the performance of its underlying funds, and its overall risk-adjusted returns. Key valuation metrics include the fund's net asset value (NAV), expense ratio, and historical performance relative to its benchmark.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on publicly available sources and may be subject to change.