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MFS Moderate Allocation Fund (MMAIX) 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 MMAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to MMAIX

MMAIX charges 0.65% annually. There are 265 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.


Best Risk-Adjusted Alternatives to MMAIX

MMAIX has a PortfoliosLab risk / return rank of 35. There are 479 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.


Top Performing MMAIX Alternatives (YTD)

MMAIX is at 4.48% YTD. There are 415 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.


Lowest Volatility Alternatives to MMAIX

MMAIX has 7.16% 1-year volatility. There are 193 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.


Lowest Drawdown Alternatives to MMAIX

MMAIX has a 1-year max drawdown of -6.22%. There are 260 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.


Other Mutual Funds from MFS

The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.


Often Compared With MMAIX

Investors most often compare MMAIX with FPURX, FBALX, VWELX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Fidelity Puritan FundDiversified Portfolio
71
9.76%
Apr 1947MMAIX vs FPURX
Fidelity Balanced FundDiversified Portfolio
87
10.05%
Nov 1986MMAIX vs FBALX
Vanguard Wellington Fund Investor SharesDiversified Portfolio
75
7.04%
121.30BJul 1929MMAIX vs VWELX
Vanguard Wellington Fund Admiral SharesDiversified Portfolio
76
7.08%
121.30BMay 2001MMAIX vs VWENX
Concorde Wealth Management FundDiversified Portfolio
71
6.67%
Dec 1987MMAIX vs CONWX
DWS RREEF Real Assets Fund - Class ADiversified Portfolio
48
10.01%
Jul 2007MMAIX vs AAAAX
SEI Institutional Managed Trust Multi-Asset Inflat...Diversified Portfolio
76
7.95%
Apr 2012MMAIX vs SIFAX
Timothy Plan Defensive Strategies FundDiversified Portfolio
61
10.43%
Nov 2009MMAIX vs TPDAX
Chartwell Income FundDiversified Portfolio
89
4.70%
Sep 1987MMAIX vs BERIX
ICON Equity Income FundDiversified Portfolio
66
12.81%
May 2004MMAIX vs IOEZX
Kinetics The Global FundDiversified Portfolio
3
5.54%
Dec 1999MMAIX vs WWWEX
PGIM Real Assets FundDiversified Portfolio
90
12.42%
Dec 2010MMAIX vs PUDZX
Quantified Managed Income FundDiversified Portfolio
6
0.13%
Aug 2013MMAIX vs QBDSX
Pioneer Multi-Asset Income Fund ADiversified Portfolio, Dividend
89
5.53%
Dec 2011MMAIX vs PMAIX
Fidelity Advisor Strategic Real Return Fund Class ...Diversified Portfolio
96
8.40%
Sep 2005MMAIX vs FSIRX
DFA Global Allocation 25/75 PortfolioDiversified Portfolio
89
4.16%
Dec 2003MMAIX vs DGTSX

Compare MMAIX with Any Fund or Stock

Compare MMAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair MMAIX with funds that move differently

MFS Moderate Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MMAIX.

Explore MMAIX Diversifiers