MFS® Growth Allocation A
(MAGWX)
US Markets Open In56 min
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17.98
-0.11
-0.61%
:

Previous Close

18.09

Net Assets

2.61B

Yield

1.33%

Front load

5.75

Expenses

0.34%

Category

Aggressive Allocation

Morningstar Risk

Average

Morningstar Rating ★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • MAGWX

  • Category

    • 2013

    • 20.20%

    • -

    • 2012

    • 15.71%

    • -

    • 2011

    • -2.33%

    • -

    • 2010

    • 16.71%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 6.88%

      • 10.46%

      • 4.24%

      • Q2

      • -0.12%

      • -3.20%

      • 0.83%

      • Q3

      • 6.38%

      • 6.12%

      • -13.12%

      • Q4

      • 5.85%

      • 1.97%

      • 6.97%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • MFS® Growth R5

        • 11.07

        • 7,897,715

        • -29,093

        • MFS® Value R5

        • 11.02

        • 16,240,785

        • 59,384

        • MFS® Mid Cap Growth R5

        • 9.15

        • 31,306,491

        • -211,719

        • MFS® Mid Cap Value R5

        • 9.06

        • 21,593,789

        • 109,407

        • MFS® Research R5

        • 8.08

        • 10,475,499

        • -22,504

        • MFS® Research International R5

        • 6.93

        • 19,690,261

        • 290,924

        • MFS® High Income R5

        • 5.00

        • 70,285,415

        • 378,613

        • MFS® Inflation-Adjusted Bond R5

        • 4.98

        • 23,813,838

        • 96,402

        • MFS® International Value R5

        • 4.95

        • 7,230,105

        • 111,297

        • MFS® International Growth R5

        • 4.94

        • 8,896,993

        • 181,334

        • Name

        • Rating

        • YTD Return %

          • ISI Strategy Load Waived

          • ★★★★★
          • 3.42

          • PIMCO StocksPLUS Long Duration Instl

          • ★★★★★
          • 23.89

          • Wells Fargo Advantage Idx Asst Allo A LW

          • ★★★★★
          • 10.89

          • Ivy Balanced I

          • ★★★★★
          • 3.17

          • SEI Moderate Strategy Allc A (SAAT)

          • ★★★★★
          • 6.94

          • Waddell & Reed Continental Inc A LW

          • ★★★★★
          • 2.85

          • Invesco Equity and Income A Load Waived

          • ★★★★★
          • 4.25

          • Wells Fargo Advantage Idx Asst Allo Adm

          • ★★★★★
          • 11.12

          • VY Invesco Equity and Income I

          • ★★★★★
          • 4.12

          • VY Invesco Equity and Income S

          • ★★★★★
          • 3.92

          • Name

          • MAGWX

          • Category

            • Expense Ratio

            • 0.34%

            • 0.87%

            • Net Assets

            • 2.61B

            • 346.12M

            • Dividend Yield

            • 1.91%

            • 2.27

            • Price/Book

            • 2.20

            • 2.03

            • Price/Sales

            • 1.74

            • 1.44

            • Price/Cash Flow

            • 8.19

            • 6.48

            Profile

            Name of Issuer

            MFS

            Fund Style

            Open

            Fund Manager

            Joseph Flaherty, Jr.

            Investment Style

            Large Growth

            The investment seeks a high level of total return consistent with a greater than moderate level of risk. 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).

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA 250
            Initial Purchase: AIP NA
            Front load 5.75
            Back Load 5.75

            Inception

            6/28/2002