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MFS Growth Allocation Fund (MAGJX)

24.13
+0.04
+(0.17%)
At close: 8:01:28 PM EDT
Loading Chart for MAGJX
  • Previous Close 24.09
  • YTD Return 0.12%
  • Expense Ratio 0.70%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 6.3B
  • Beta (5Y Monthly) 1.12
  • Yield 2.26%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.57
  • Inception Date Jun 28, 2002

The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

MFS

Fund Family

Allocation--70% to 85% Equity

Fund Category

6.3B

Net Assets

2002-06-28

Inception Date

Performance Overview: MAGJX

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Trailing returns as of 4/29/2025. Category is Allocation--70% to 85% Equity.

YTD Return

MAGJX
0.12%
Category
11.35%
 

1-Year Return

MAGJX
4.26%
Category
32.83%
 

3-Year Return

MAGJX
4.57%
Category
11.75%
 

5-Year Return

MAGJX
11.61%
Category
11.53%
 

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Holdings: MAGJX

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Sector Weightings

SectorMAGJX
Technology   17.56%
Industrials   13.82%
Healthcare   10.23%
Real Estate   7.82%
Energy   4.01%
Utilities   3.62%

Recent News: MAGJX

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Research Reports: MAGJX

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