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MFS Aggressive Growth Allocation A (MAAGX)

29.10 +0.19 (+0.66%)
At close: April 26 at 8:01 PM EDT
Key Events
Loading Chart for MAAGX
DELL
  • Previous Close 28.91
  • YTD Return 7.50%
  • Expense Ratio 0.77%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 2.82B
  • Beta (5Y Monthly) 1.29
  • Yield 0.90%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.27
  • Inception Date Jun 28, 2002

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

2.82B

Net Assets

2002-06-28

Inception Date

Performance Overview: MAAGX

Trailing returns as of 4/26/2024. Category is Allocation--85%+ Equity.

YTD Return

MAAGX
7.50%
Category
13.38%
 

1-Year Return

MAAGX
19.11%
Category
40.77%
 

3-Year Return

MAAGX
5.77%
Category
13.59%
 

5-Year Return

MAAGX
10.02%
Category
13.52%
 

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Holdings: MAAGX

Top 10 Holdings (81.64% of Total Assets)

SymbolCompany% Assets
MEIKX
MFS Value R6 12.13%
MFEKX
MFS Growth R6 11.26%
MFRKX
MFS Research R6 10.28%
MVCKX
MFS Mid Cap Value R6 10.19%
OTCKX
MFS Mid Cap Growth R6 9.99%
MRSKX
MFS Research International R6 7.93%
MINJX
MFS International Intrinsic Value Fund 5.01%
MKVHX
MFS Series Trust X - MFS International Large Cap Value Fund 4.96%
MGLRX
MFS Global Real Estate R6 4.94%
MGRDX
MFS International Growth R6 4.92%

Sector Weightings

SectorMAAGX
Technology   18.87%
Industrials   15.30%
Healthcare   11.33%
Real Estate   7.32%
Energy   3.96%
Utilities   2.71%

Recent News: MAAGX

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