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Nasdaq - Delayed Quote USD

MFS Aggressive Growth Allocation Fund (MAWAX)

25.89
-0.28
(-1.07%)
At close: 8:01:29 PM EDT
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  • Previous Close 26.17
  • YTD Return -0.14%
  • Expense Ratio 1.26%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.76B
  • Beta (5Y Monthly) 1.25
  • Yield 1.14%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.34
  • Inception Date Oct 31, 2003

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--85%+ Equity

Fund Category

2.76B

Net Assets

2003-10-31

Inception Date

More about MFS Aggressive Growth Allocation Fund

Performance Overview: MAWAX

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Trailing returns as of 4/7/2025. Category is Allocation--85%+ Equity.

YTD Return

MAWAX
0.14%
Category
13.38%
 

1-Year Return

MAWAX
3.70%
Category
40.77%
 

3-Year Return

MAWAX
4.59%
Category
13.59%
 

5-Year Return

MAWAX
12.90%
Category
13.52%
 

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Holdings: MAWAX

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Sector Weightings

SectorMAWAX
Financial Services   18.63%
Technology   17.59%
Industrials   14.34%
Healthcare   9.96%
Consumer Cyclical   8.74%
Real Estate   7.41%
Consumer Defensive   5.72%
Communication Services   5.67%
Basic Materials   4.62%
Energy   3.96%
Utilities   3.38%
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Recent News: MAWAX

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Research Reports: MAWAX

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