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MFS Moderate Allocation I MMAIX Fund Analysis

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Morningstar’s Fund Analysis MMAIX

Will MMAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Smooth sailing.

Senior Analyst

Summary

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The MFS Allocation target-risk series--MFS Aggressive Growth Allocation, MFS Growth Allocation, MFS Moderate Allocation, and MFS Conservative Allocation--features a durable process and enticing underlying funds, supporting a Morningstar Analyst Rating of Silver for the Aggressive Growth Allocation's two cheapest share classes. Amid increasing competition within their respective categories, the most affordable shares of the Growth and Moderate funds fall to Bronze, while the remaining shares across the series get reaffirmed ratings of Bronze or Neutral.

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