MFS Moderate Allocation Fund Class C (MMACX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
MFS Moderate Allocation Fund Class C (MMACX) trades at $20.30 with AI Score 44/100 (Grade C). MFS Moderate Allocation Fund Class C is a diversified investment vehicle managed by MFS Investment Management. Market cap: $6.45B, Sector: Financial services.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for MMACX: MMACX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates MMACX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
MMACX: the 1 perspectives are evenly split.
How is this calculated? →MFS Moderate Allocation Fund Class C (MMACX) Financial Services Profile
MFS Moderate Allocation Fund Class C provides investors with a diversified portfolio across multiple asset classes through investments in other MFS mutual funds. The fund seeks to balance risk and return by allocating assets across domestic and international equities, fixed income, and other investment strategies, catering to moderate risk tolerance.
What Is the Investment Thesis for MMACX?
MFS Moderate Allocation Fund Class C presents a diversified investment option for investors seeking moderate risk exposure. With a market cap of $6.45B and a beta of 0.93, the fund offers exposure to a wide range of asset classes and investment styles through its investments in underlying MFS mutual funds. The fund's performance is driven by the asset allocation decisions made by MFS Investment Management and the performance of the underlying funds. Key value drivers include the ability to generate consistent returns while managing risk through diversification. Growth catalysts include the increasing demand for diversified investment solutions and the potential for MFS Investment Management to enhance its asset allocation strategies. However, investors should be aware of potential risks such as market volatility and the performance of the underlying funds.
Based on FMP financials and quantitative analysis
MMACX Key Highlights
- Market capitalization of $6.45B, indicating a substantial asset base.
- Beta of 0.93, suggesting moderate volatility relative to the broader market.
- Diversification across multiple asset classes, including domestic and international equities and fixed income.
- Investment in underlying MFS mutual funds, providing access to MFS Investment Management's expertise.
- No dividend yield, as the fund does not distribute dividends.
Who Are MMACX's Competitors?
MMACX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| GAB The Gabelli Equity Trust Inc. | $5.74 | +1.15% | $1.78B | 66 |
| HHHSX Hartford Schroders Emerging Markets Equity Fund Class R4 | $28.79 | -2.44% | $8.32B | 57 |
| MAGWX MFS Growth Allocation Fund - Class A | $27.02 | +0.26% | $6.76B | 44 |
| PGGFX American Funds Global Growth Portfolio Class F-1 | $29.46 | -0.84% | $8.19B | 44 |
| PNOYX Putnam Sustainable Leaders Fund Class Y | $145.69 | -0.14% | $6.72B | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MMACX's Key Strengths?
- Diversification across multiple asset classes.
- Experienced management team at MFS Investment Management.
- Established track record of performance.
- Access to MFS's extensive research capabilities.
What Are MMACX's Weaknesses?
- Reliance on the performance of underlying funds.
- Potential for higher fees due to the fund-of-funds structure.
- Limited control over the investment decisions of underlying funds.
- Vulnerability to market volatility.
What Could Drive MMACX Stock Higher?
- Potential for MFS Investment Management to enhance its asset allocation strategies.
- Increasing demand for diversified investment solutions.
- Growth in sustainable investing.
What Are the Key Risks for MMACX?
- Market volatility and economic downturns.
- Changes in regulatory requirements.
- Rising interest rates and inflation.
- Reliance on the performance of underlying funds.
What Are the Growth Opportunities for MMACX?
- Expansion of underlying fund offerings: MFS Investment Management can introduce new underlying funds that focus on emerging markets, thematic investments, or alternative asset classes. This would allow MFS Moderate Allocation Fund Class C to further diversify its portfolio and attract investors seeking exposure to specific growth areas. The market for thematic investments is projected to grow significantly over the next decade, presenting a substantial opportunity for the fund. Timeline: Ongoing.
- Enhancement of asset allocation strategies: MFS Investment Management can leverage its research capabilities and investment expertise to refine its asset allocation strategies. This could involve incorporating new data sources, analytical tools, or risk management techniques. By improving its asset allocation decisions, the fund can potentially generate higher returns and better manage risk. The market for advanced analytics in asset management is growing rapidly, driven by the increasing availability of data and the desire for improved investment outcomes. Timeline: Ongoing.
- Increased distribution through partnerships: MFS Investment Management can expand its distribution network by partnering with financial advisors, wealth management platforms, and institutional investors. This would allow the fund to reach a wider audience and increase its assets under management. The market for financial advisory services is growing, driven by the increasing complexity of financial markets and the need for personalized investment advice. Timeline: Ongoing.
- Development of sustainable investment options: MFS Investment Management can develop underlying funds that focus on environmental, social, and governance (ESG) factors. This would allow MFS Moderate Allocation Fund Class C to attract investors who are interested in sustainable investing. The market for ESG investing is growing rapidly, driven by increasing awareness of environmental and social issues. Timeline: Ongoing.
- Leveraging technology for improved efficiency: MFS Investment Management can invest in technology to streamline its operations, improve its investment processes, and enhance its client service capabilities. This could involve implementing new software platforms, automating tasks, or developing mobile applications. By leveraging technology, the fund can reduce costs, improve efficiency, and enhance the investor experience. The market for fintech solutions in asset management is growing rapidly, driven by the desire for improved efficiency and reduced costs. Timeline: Ongoing.
What Opportunities Does MMACX Have?
- Expansion into new asset classes and investment strategies.
- Increased demand for diversified investment solutions.
- Growth in sustainable investing.
- Leveraging technology to improve efficiency and performance.
What Threats Does MMACX Face?
- Market volatility and economic downturns.
- Competition from other asset managers and fund providers.
- Changes in regulatory requirements.
- Rising interest rates and inflation.
What Are MMACX's Competitive Advantages?
- Established brand reputation of MFS Investment Management.
- Extensive research capabilities and investment expertise.
- Diversified portfolio across multiple asset classes and investment styles.
What Does MMACX Do?
MFS Moderate Allocation Fund Class C is a fund of funds managed by MFS Investment Management, a global asset manager with a history dating back to 1924. The fund operates by investing its assets in other mutual funds, all advised by MFS, known as underlying funds. This structure allows for broad diversification across various asset classes, geographies, and investment styles. The fund's objective is to provide a moderate level of risk and return by strategically allocating assets among these underlying funds. Within the equity portion of the portfolio, the fund diversifies by geography, including both domestic and international markets. It also diversifies by market capitalization, investing in large, mid, and small-cap companies, and by investment style, incorporating both growth and value strategies. This multi-layered diversification approach aims to provide investors with a balanced portfolio that can perform across different market conditions. MFS Investment Management leverages its extensive research capabilities and investment expertise to manage the underlying funds and make asset allocation decisions for MFS Moderate Allocation Fund Class C.
What Products and Services Does MMACX Offer?
- Invests in other MFS mutual funds.
- Provides diversification across asset classes.
- Allocates assets among domestic and international equities.
- Diversifies by market capitalization (large, mid, and small-cap).
- Incorporates both growth and value investment styles.
- Seeks to provide a moderate level of risk and return.
How Does MMACX Make Money?
- Operates as a fund of funds.
- Generates revenue through management fees.
- Allocates assets based on market conditions and investment strategy.
What Industry Does MMACX Operate In?
The asset management industry is characterized by intense competition, evolving regulatory landscapes, and increasing demand for diversified investment solutions. MFS Moderate Allocation Fund Class C operates within this context, competing with other asset managers and fund providers. The fund's diversified approach and focus on moderate risk align with the needs of many investors seeking balanced portfolios. The industry is also experiencing growth in passive investing and alternative investment strategies, which presents both opportunities and challenges for MFS Moderate Allocation Fund Class C. The fund's ability to adapt to changing market conditions and investor preferences will be crucial for its long-term success.
Who Are MMACX's Key Customers?
- Individual investors seeking diversified investment solutions.
- Financial advisors looking for balanced portfolio options.
- Retirement savers seeking moderate risk exposure.
MMACX Valuation & Market Position
Relative to its peer group, MMACX's quantitative score of 44/100 is roughly in line with the peer average of 51/100.
MMACX Financials
Bull Case vs Bear Case
Bull Case
- Diversification across multiple asset classes.
- Experienced management team at MFS Investment Management.
- Established track record of performance.
- Access to MFS's extensive research capabilities.
Bear Case
- Reliance on the performance of underlying funds.
- Potential for higher fees due to the fund-of-funds structure.
- Limited control over the investment decisions of underlying funds.
- Vulnerability to market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
MMACX Latest News
No recent news available for MMACX.
MMACX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for MMACX.
Price Targets
Wall Street price target analysis for MMACX.
MMACX MoonshotScore
What does this score mean?
The MoonshotScore rates MMACX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
MMACX Financial Services Stock FAQ
What does MFS Moderate Allocation Fund Class C do?
MFS Moderate Allocation Fund Class C is a fund of funds that invests in other mutual funds managed by MFS Investment Management. It aims to provide investors with a diversified portfolio across various asset classes, including domestic and international equities, fixed income, and other investment strategies. The fund seeks to balance risk and return by allocating assets among these underlying funds, catering to investors with a moderate risk tolerance. The fund's performance is directly tied to the asset allocation decisions made by MFS and the performance of the underlying funds it holds.
What are the main risks for MMACX?
The main risks for MFS Moderate Allocation Fund Class C include market volatility, which can impact the performance of the underlying funds and the overall portfolio. Changes in interest rates and inflation can also affect the value of fixed income investments. Additionally, the fund's performance is dependent on the asset allocation decisions made by MFS Investment Management and the performance of the underlying funds it holds. Regulatory changes in the asset management industry could also pose a risk to the fund's operations and performance. Investors should carefully consider these risks before investing in MFS Moderate Allocation Fund Class C.
How does MFS Moderate Allocation Fund Class C adapt to changing market conditions?
MFS Moderate Allocation Fund Class C adapts to changing market conditions through the active management of its asset allocation strategy. MFS Investment Management continuously monitors market trends, economic indicators, and other relevant factors to make informed decisions about how to allocate assets among the underlying funds. This includes adjusting the allocation between domestic and international equities, fixed income, and other asset classes. The fund also diversifies by market capitalization and investment style within the equity portion of the portfolio. By actively managing its asset allocation, MFS Moderate Allocation Fund Class C aims to mitigate risk and enhance returns in various market environments.
What are the fees associated with investing in MFS Moderate Allocation Fund Class C?
As a Class C share, MFS Moderate Allocation Fund Class C typically involves a back-end sales charge (contingent deferred sales load) if the shares are redeemed within a certain period, often one year. Additionally, Class C shares usually have higher ongoing expenses compared to Class A shares, including a 12b-1 fee, which compensates for marketing and distribution costs. Investors should carefully review the fund's prospectus for a complete breakdown of all fees and expenses, including management fees, administrative fees, and other charges. Understanding these fees is crucial for evaluating the overall cost and potential return of the investment.
What are the key factors to evaluate for MMACX?
MFS Moderate Allocation Fund Class C (MMACX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does MMACX data refresh on this page?
MMACX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven MMACX's recent stock price performance?
MFS Moderate Allocation Fund Class C (MMACX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversification across multiple asset classes. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider MMACX overvalued or undervalued right now?
Valuing MFS Moderate Allocation Fund Class C (MMACX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
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
Data provided for informational purposes only.
- AI analysis pending for MMACX, limiting the depth of certain sections.
- Financial data is based on available information and may be subject to change.