MFS Conservative Allocation Fund (MACIX) Alternatives
MFS Conservative Allocation Fund (MACIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MACIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MACIX
MACIX charges 0.58% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MACIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MACIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MACIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MACIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MACIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MACIX vs FYMIX |
Best Risk-Adjusted Alternatives to MACIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | MACIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MACIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MACIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MACIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MACIX vs PMAIX |
Top Performing MACIX Alternatives (YTD)
MACIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | MACIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MACIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MACIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MACIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MACIX vs CONWX |
Lowest Volatility Alternatives to MACIX
MACIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | MACIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MACIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MACIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MACIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MACIX vs SICIX |
Lowest Drawdown Alternatives to MACIX
MACIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | MACIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MACIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MACIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MACIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MACIX vs SICIX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | MACIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MACIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MACIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MACIX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MACIX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MACIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MACIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MACIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MACIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MACIX vs MEIAX |
Often Compared With MACIX
What investors most often compare with MACIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS Income Fund | Intermediate Core-Plus Bond | 63 | -0.75% | Oct 29, 1987 | MACIX vs MFIOX | |
| MFS Total Return Fund | Diversified Portfolio | 50 | 0.40% | Oct 5, 1970 | MACIX vs MSFRX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | MACIX vs VTI | |
| Thrivent Moderately Conservative Allocation Fund | Diversified Portfolio | 66 | -2.44% | Jun 29, 2005 | MACIX vs TCAAX | |
| PIMCO Inflation Response Multi-Asset Fund Institut... | Diversified Portfolio | 92 | 2.92% | Aug 31, 2011 | MACIX vs PIRMX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | MACIX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | MACIX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | MACIX vs TPDAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | MACIX vs EKBAX |
Compare MACIX with Any Fund or Stock
Compare MACIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.