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MFS Aggressive Growth Allocation R4 (MAALX)

28.87 +0.27 (+0.94%)
As of 8:05 AM EDT. Market Open.
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  • Previous Close 28.60
  • YTD Return 7.54%
  • 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) 1.30
  • Yield 1.10%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.34
  • 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

More about MFS Aggressive Growth Allocation R4

Performance Overview: MAALX

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Trailing returns as of 4/22/2024. Category is Allocation--85%+ Equity.

YTD Return

MAALX
7.54%
Category
13.38%
 

1-Year Return

MAALX
19.41%
Category
40.77%
 

3-Year Return

MAALX
6.03%
Category
13.59%
 

5-Year Return

MAALX
10.30%
Category
13.52%
 

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MNDJX MFS New Discovery Fund
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MRSJX MFS Research International R4
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MFBJX MFS Corporate Bond R4
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MSFJX MFS Total Return R4
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MEIJX MFS Value R4
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PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)
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MINJX MFS International Intrinsic Value Fund
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PRNIX Virtus NFJ Mid-Cap Value Inst
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NELYX Loomis Sayles Ltd Term Govt and Agency Y
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IVHIX Delaware Ivy High Income Fund Class I
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JGMNX Janus Henderson Triton N
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Holdings: MAALX

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Top 10 Holdings (81.72% of Total Assets)

SymbolCompany% Assets
MEIKX
MFS Value R6 12.00%
MFEKX
MFS Growth R6 11.44%
MFRKX
MFS Research R6 10.31%
OTCKX
MFS Mid Cap Growth R6 10.20%
MVCKX
MFS Mid Cap Value R6 10.10%
MRSKX
MFS Research International R6 7.93%
MGRDX
MFS International Growth R6 4.98%
MINJX
MFS International Intrinsic Value Fund 4.97%
MGLRX
MFS Global Real Estate R6 4.90%
MKVHX
MFS Series Trust X - MFS International Large Cap Value Fund 4.89%

Sector Weightings

SectorMAALX
Technology   18.59%
Financial Services   15.42%
Industrials   14.79%
Healthcare   11.34%
Consumer Cyclical   9.04%
Real Estate   7.34%
Consumer Defensive   5.98%
Basic Materials   5.52%
Communication Services   5.16%
Energy   3.99%
Utilities   2.82%
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Recent News: MAALX

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3 Balanced Mutual Funds for Consistent Returns

3 Balanced Mutual Funds for Consistent Returns
Zacks 11 months ago
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FELIX Fidelity Advisor Semiconductors I
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FELTX Fidelity Advisor Semiconductors M
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KINAX Kinetics Internet Adv A
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KINCX Kinetics Internet Adv C
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UMPIX ProFunds UltraMid Cap Inv
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