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Nasdaq - Delayed Quote USD

MFS Growth Allocation Fund (MCGWX)

22.04
-1.01
(-4.38%)
At close: April 4 at 8:01:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.29%
5y Average Return 10.79%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Apr 3, 2025) 25.25%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 25.25%
Worst 3Y Total Return 1.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MCGWX
Category
YTD
-0.13%
11.35%
1-Month
-2.68%
0.99%
3-Month
-0.13%
5.92%
1-Year
3.20%
32.83%
3-Year
3.53%
11.75%
5-Year
10.49%
11.53%
10-Year
6.71%
8.98%
Last Bull Market
11.18%
17.67%
Last Bear Market
-12.60%
-15.71%

Annual Total Return (%) History

Year
MCGWX
Category
2025
--
--
2024
9.63%
--
2023
13.71%
--
2022
-16.70%
--
2021
14.85%
--
2020
13.62%
13.51%
2019
25.25%
21.35%
2018
-6.54%
-7.93%

2017
18.06%
15.80%
2016
6.70%
7.93%
2015
-1.63%
-2.77%
2014
3.02%
5.71%
2013
19.27%
21.31%
2012
14.81%
13.42%
2011
-3.11%
-3.80%
2010
15.97%
13.49%
2009
31.33%
29.37%
2008
-34.88%
-34.34%
2007
8.19%
7.43%
2006
11.86%
13.07%
2005
6.01%
7.35%
2004
12.96%
10.93%
2003
25.40%
25.10%
2002
--
-14.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.13% -- -- --
2024 6.09% -0.17% 6.17% -2.51%
2023 4.10% 3.66% -3.84% 9.59%
2022 -6.54% -12.60% -6.04% 8.53%
2021 2.58% 6.55% 0.15% 4.92%
2020 -17.83% 16.48% 6.83% 11.13%
2019 12.13% 4.56% 0.67% 6.12%
2018 0.05% 1.64% 3.27% -11.00%
2017 5.17% 4.22% 3.33% 4.23%
2016 1.35% 2.72% 3.44% -0.92%

2015 2.55% -0.05% -6.71% 2.89%
2014 1.19% 3.25% -2.93% 1.59%
2013 6.71% -0.31% 6.18% 5.60%
2012 10.21% -3.39% 5.94% 1.77%
2011 4.00% 0.63% -13.27% 6.75%
2010 4.25% -8.08% 11.31% 8.72%
2009 -7.00% 17.01% 15.83% 4.19%
2008 -7.47% 0.22% -11.84% -20.34%
2007 2.47% 4.82% 1.72% -0.98%
2006 4.77% -2.70% 3.07% 6.46%
2005 -2.08% 1.10% 4.67% 2.30%
2004 3.36% 0.25% -1.00% 10.11%
2003 -2.80% 13.07% 3.33% 10.43%
2002 -12.10% 5.69% -- --

Rank in Category (By Total Return)

YTD 26
1-Month 24
3-Month 26
1-Year 82
3-Year 84
5-Year 81

Load Adjusted Returns

1-Year 2.22%
3-Year 3.53%
5-Year 10.49%
10-Year 6.71%

Performance & Risk

YTD Return -2.29%
5y Average Return 10.79%
Rank in Category (ytd) 26
% 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 6.31B
YTD Return -0.13%
Yield 1.23%
Morningstar Rating
Inception Date Sep 30, 2021

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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