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Nasdaq - Delayed Quote USD

MFS Growth Allocation Fund (MBGWX)

22.59
-1.04
(-4.40%)
At close: April 4 at 8:01:30 PM EDT
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  • Previous Close 23.63
  • YTD Return -0.12%
  • Expense Ratio 1.70%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 6.31B
  • Beta (5Y Monthly) 1.12
  • Yield 0.94%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.24
  • Inception Date Sep 30, 2021

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

6.31B

Net Assets

2021-09-30

Inception Date

More about MFS Growth Allocation Fund

Performance Overview: MBGWX

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Trailing returns as of 4/3/2025. Category is Allocation--70% to 85% Equity.

YTD Return

MBGWX
0.12%
Category
11.35%
 

1-Year Return

MBGWX
3.20%
Category
32.83%
 

3-Year Return

MBGWX
3.53%
Category
11.75%
 

5-Year Return

MBGWX
10.49%
Category
11.53%
 

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MMUBX MFS Utilities B
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MRIBX MFS Research International B
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MCGWX MFS Growth Allocation Fund
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MEMBX MFS Emerging Markets Equity B
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MRBBX MFS Total Return Bond B
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MFGBX MFS Government Securities B
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MCBVX MFS Mid Cap Value Fund
25.18
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MNDBX MFS New Discovery B
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Holdings: MBGWX

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Sector Weightings

SectorMBGWX
Financial Services   18.59%
Technology   17.77%
Industrials   14.25%
Healthcare   10.05%
Consumer Cyclical   8.84%
Real Estate   7.53%
Communication Services   5.84%
Consumer Defensive   5.37%
Basic Materials   4.30%
Energy   3.96%
Utilities   3.52%
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Recent News: MBGWX

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Research Reports: MBGWX

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