MAAGX
MFS Aggressive Growth Allocation Fund
1W: -1.3%
1M: -2.4%
3M: -1.3%
YTD: +7.5%
1Y: +1.6%
3Y: +42.8%
5Y: +27.7%
$34.46
+0.22 (+0.64%)
Weekly Expected Move ±1.1%
$33
$34
$34
$35
$35
Key Statistics
AUM$3.0B
Holdings8
Top 10 Wt64.3%
Volume0
Avg Volume0
Beta1.17
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2002-07-01
Sector Allocation
Financial Services
64.3%
Other
35.7%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | MFS Value Fund | MEIKX | 12.18% | $374.0M | 7,056,976 |
| 2 | MFS Growth Fund | MFEKX | 10.38% | $318.9M | 1,687,100 |
| 3 | MFS Mid Cap Value Fund | MVCKX | 10.20% | $313.3M | 9,288,428 |
| 4 | MFS Research Fund | — | 9.98% | $306.5M | 5,477,574 |
| 5 | MFS Mid Cap Growth Fund | OTCKX | 9.47% | $290.8M | 10,225,550 |
| 6 | MFS Research International Fund | MRSKX | 8.47% | $260.3M | 9,088,490 |
| 7 | MFS International Intrinsic Value Fund | MINJX | 5.26% | $161.7M | 3,354,000 |
| 8 | MFS International Large Cap Value Fund | — | 5.23% | $160.5M | 8,713,149 |
| 9 | MFS International Growth Fund | MGRDX | 5.19% | $159.4M | 3,135,010 |
| 10 | MFS Commodity Strategy Fund | — | 5.16% | $158.5M | 39,050,410 |