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Nasdaq - Delayed Quote USD

MFS Growth Allocation Fund (MAGJX)

24.19
+0.06
+(0.25%)
At close: May 1 at 6:46:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.67%
5y Average Return 10.24%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 1, 2025) 26.54%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 26.54%
Worst 3Y Total Return 2.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MAGJX
Category
YTD
0.12%
11.35%
1-Month
-2.59%
0.99%
3-Month
0.12%
5.92%
1-Year
4.26%
32.83%
3-Year
4.57%
11.75%
5-Year
11.61%
11.53%
10-Year
7.78%
8.98%
Last Bull Market
11.84%
17.67%
Last Bear Market
-12.39%
-15.71%

Annual Total Return (%) History

Year
MAGJX
Category
2025
--
--
2024
10.72%
--
2023
14.89%
--
2022
-15.88%
--
2021
16.03%
--
2020
14.72%
13.51%
2019
26.54%
21.35%
2018
-5.62%
-7.93%

2017
19.22%
15.80%
2016
7.79%
7.93%
2015
-0.63%
-2.77%
2014
4.04%
5.71%
2013
20.49%
21.31%
2012
15.82%
13.42%
2011
-2.09%
-3.80%
2010
17.08%
13.49%
2009
32.70%
29.37%
2008
-34.19%
-34.34%
2007
9.15%
7.43%
2006
12.87%
13.07%
2005
--
7.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.12% -- -- --
2024 6.33% 0.08% 6.44% -2.25%
2023 4.36% 3.95% -3.63% 9.89%
2022 -6.31% -12.39% -5.81% 8.80%
2021 2.83% 6.83% 0.42% 5.19%
2020 -17.67% 16.78% 7.11% 11.40%
2019 12.38% 4.87% 0.94% 6.37%
2018 0.29% 1.85% 3.58% -10.80%
2017 5.37% 4.57% 3.56% 4.48%
2016 1.56% 3.02% 3.70% -0.65%

2015 2.79% 0.21% -6.48% 3.15%
2014 1.45% 3.47% -2.66% 1.83%
2013 6.96% -0.06% 6.45% 5.89%
2012 10.47% -3.27% 6.27% 2.00%
2011 4.24% 0.90% -13.06% 7.07%
2010 4.46% -7.82% 11.57% 8.98%
2009 -6.72% 17.28% 16.00% 4.57%
2008 -7.25% 0.50% -11.63% -20.11%
2007 2.71% 5.08% 1.88% -0.74%
2006 5.02% -2.53% 3.39% 6.65%
2005 4.92% 2.52% -- --

Rank in Category (By Total Return)

YTD 23
1-Month 22
3-Month 23
1-Year 65
3-Year 61
5-Year 60

Load Adjusted Returns

1-Year 4.26%
3-Year 4.57%
5-Year 11.61%
10-Year 7.78%

Performance & Risk

YTD Return 0.67%
5y Average Return 10.24%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family MFS
Net Assets 6.3B
YTD Return 0.12%
Yield 2.26%
Morningstar Rating
Inception Date Jun 28, 2002

Fund Summary

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).

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