MFS Moderate Allocation Fund (MMAIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MMAIX
MMAIX charges 0.65% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MMAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MMAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MMAIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MMAIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MMAIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MMAIX vs BWBIX |
Best Risk-Adjusted Alternatives to MMAIX
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 | MMAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MMAIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MMAIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MMAIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MMAIX vs PMAIX |
Top Performing MMAIX Alternatives (YTD)
MMAIX 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 | MMAIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MMAIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MMAIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MMAIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MMAIX vs CONWX |
Lowest Volatility Alternatives to MMAIX
MMAIX 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 | MMAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MMAIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MMAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MMAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MMAIX vs SICIX |
Lowest Drawdown Alternatives to MMAIX
MMAIX 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 | MMAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MMAIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MMAIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MMAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MMAIX 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 | MMAIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MMAIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MMAIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MMAIX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MMAIX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MMAIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MMAIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MMAIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MMAIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MMAIX vs MEIAX |
Often Compared With MMAIX
What investors most often compare with MMAIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Puritan Fund | Diversified Portfolio | 60 | -3.53% | Apr 16, 1947 | MMAIX vs FPURX | |
| Vanguard Wellington Fund Investor Shares | Diversified Portfolio | 66 | -5.26% | Jul 1, 1929 | MMAIX vs VWELX | |
| Fidelity Balanced Fund | Diversified Portfolio | 73 | -3.70% | Nov 6, 1986 | MMAIX vs FBALX | |
| Vanguard Wellington Fund Admiral Shares | Diversified Portfolio | 67 | -5.23% | May 14, 2001 | MMAIX vs VWENX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | MMAIX vs MAANX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | MMAIX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | MMAIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | MMAIX vs WWWEX |
Compare MMAIX with Any Fund or Stock
Compare MMAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.