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MFS Conservative Allocation Fund (MACFX)

NASDAQ Financial Services Asset Management
$17.43 ▲ +0.06%
Market Cap
$3.63B
Sector
Financial Services
Industry
Asset Management
Beta
0.70
52-Wk Range
16.37-17.59
CEO
Country
US
Currency
USD

MFS Conservative Allocation Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Boston, MA, US. The stock last traded at $17.43, up 0.06% on the session, giving a market capitalisation of $3.63B. Its beta of 0.70 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2002-07-01
Headquarters
Boston, MA, US
About MFS Conservative Allocation Fund

The fund is designed to achieve broad diversification across various asset classes. It accomplishes this by allocating its capital to a selection of underlying mutual funds, all managed by the same advisor. For the equity component of its portfolio, the advisor employs a comprehensive diversification strategy, which includes geographical breadth (investing in both domestic and international funds), varied company sizes (encompassing large, mid, and small market capitalization funds), and distinct investment philosophies (integrating both growth and value-oriented approaches).

Comparable companies

MFS Conservative Allocation Fund is most often compared with the following Financial Services names:

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