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    MFS Growth Allocation R3 (MAGEX)

    17.50 Down 0.65(3.58%) Jun 24
    Prev Close:18.15
    YTD Return*:4.02%
    Net Assets*:5.25B
    Yield*:1.50%

    * As of 31-May-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MAGEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS Value R511.09N/A
    MFS Growth R510.77N/A
    MFS Mid Cap Value R59.10N/A
    MFS Mid Cap Growth R58.91N/A
    MFS Research R57.96N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.25B
    Category:Allocation--70% to 85% Equity
    Annual Report Expense Ratio (net):0.35%

    Performance & Risk

    YTD Return:4.02%
    5y Avg Return:6.35%
    Rank in Category (ytd):16
    % Rank in Category (ytd):3.31%
    Beta (3y):1.26
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks a high level of total return consistent with a greater than moderate level of risk relative to the other MFS Asset Allocation Funds. 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 stock fund allocations, the adviser seeks to diversify globally (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). View More
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