MAMAX holdings — MFS Moderate Allocation Fund

MFS Moderate Allocation Fund (MAMAX) held 23 positions with net assets of $6.45B as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 72.4% of the fund, led by MFS Government Securities Fund, MFS Research Bond Fund, MEIKX.

MAMAX top holdings

  1. MFS Government Securities Fund — 9.77% ($630M)
  2. MFS Research Bond Fund — 8.63% ($556M)
  3. MEIKX MFS Value Fund — 7.97% ($514M)
  4. MFS Growth Fund — 7.38% ($476M)
  5. MFS Research Fund — 7.38% ($476M)
  6. MVCKX MFS Mid Cap Value Fund — 7.07% ($456M)
  7. OTCKX MFS Mid Cap Growth Fund — 7.06% ($456M)
  8. MFS Inflation Adjusted Bond Fund — 6.96% ($449M)
  9. MFS Research International Fund — 5.24% ($338M)
  10. MFS Global Opportunistic Bond Fund — 4.96% ($320M)
  11. MFS High Income Fund — 3.97% ($256M)
  12. MFS Global Real Estate Fund — 3.00% ($194M)
  13. MFS Emerging Markets Debt Fund — 3.00% ($194M)
  14. MFS Commodity Strategy Fund — 2.95% ($190M)
  15. MFS International Large Cap Value Fund — 2.11% ($136M)
  16. MFS International Growth Fund — 2.10% ($136M)
  17. MFS International Intrinsic Equity Fund — 2.10% ($136M)
  18. MFS Emerging Markets Debt Local Currency Fund — 1.99% ($128M)
  19. MFS New Discovery Fund — 1.54% ($99.2M)
  20. MFS New Discovery Value Fund — 1.50% ($96.8M)
  21. MFS Emerging Markets Equity Fund — 1.08% ($69.7M)
  22. MIDLX MFS International New Discovery Fund — 1.06% ($68.1M)
  23. MFS Institutional Money Market Portfolio — 1.00% ($64.3M)

What are MAMAX's top 10 holdings?

MFS Government Securities Fund (9.8%), MFS Research Bond Fund (8.6%), MEIKX (8.0%), MFS Growth Fund (7.4%), MFS Research Fund (7.4%), MVCKX (7.1%), OTCKX (7.1%), MFS Inflation Adjusted Bond Fund (7.0%), MFS Research International Fund (5.2%), MFS Global Opportunistic Bond Fund (5.0%).

How many stocks are in MAMAX?

MFS Moderate Allocation Fund reported 23 holdings as of May 31, 2026.

Share classes: MAMAX, MAMFX, MAMHX, MAMJX, MAMPX, MARRX, MMABX, MMACX, MMAIX

All ETF and mutual fund holdings