MAWAX - MFS Aggressive Growth Allocation Fund Class R2

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS Aggressive Growth Allocation Fund Class R2

BOSTON MA 02199

111 HUNTINGTON AVENUE 24TH FLOOR

MFS SERIES TRUST X

18006372929
Management Information
Joseph C. Flaherty,Lead Manager since June 27, 2002
Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios. Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--85%+ Equity
Fund FamilyMFS
Net Assets2.42B
YTD Return6.07%
Yield1.45%
Morningstar Rating★★★★
Inception DateJun 27, 2002

Fund Operations

Last Dividend0.37
Last Cap Gain54.00
Holdings Turnover13.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMAWAXCategory Average
Annual Report Expense Ratio (net)0.75%0.74%
Prospectus Net Expense Ratio0.75%N/A
Prospectus Gross Expense Ratio0.76%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.00%
Max Deferred Sales LoadN/A1.42%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A