# MFS Moderate Allocation I (MMAIX)

> Source: Nexqual · https://nexqual.com/MMAIX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, MFS Moderate Allocation I (MMAIX), nexqual.com/MMAIX" · informational, not investment advice.

**Price:** USD 21.05 (-0.24% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 21.1 · day 21.05–21.05 · 52w 19.75–21.8 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +5.1% vs S&P 500 +13.4%; 5Y +23.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +5.1% | +23.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +5.1% | +4.3% |
| Volatility (annualized) | 7.5% | 9.9% |
| Max drawdown | -5.9% (Feb 2026→Mar 2026) | -21.2% (Nov 2021→Oct 2022) |

## Peers
MACIX (MFS Conservative Allocation Fun) USD 17.21 +0.00% · MIAGX (MFS Aggressive Growth Allocatio) USD 35.33 -0.00% · MGWIX (MFS Growth Allocation Fund - Cl) USD 27.36 -0.00% · MTRIX (MFS Series Trust V MFS Total Re) USD 20.27 -0.00% · MIVIX (Madison Investors Fund Class I) USD 30.46 +0.00%

## More
Full page: https://nexqual.com/MMAIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

