MFS Aggressive Growth Allocation Fund Class R6
AGGPX
NASDAQ
| Weiss Ratings | AGGPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | AGGPX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (8), Ben Nastou (3), Erich Shigley (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | AGGPX-NASDAQ | Click to Compare |
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| Fund Name | MFS Aggressive Growth Allocation Fund Class R6 | |||
| Category | Global Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Aggressive Growth | |||
| Inception Date | Sep 30, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | AGGPX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.90% | |||
| Dividend | AGGPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.89% | |||
| Asset Allocation | AGGPX-NASDAQ | Click to Compare |
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| Cash | 1.24% | |||
| Stock | 93.08% | |||
| U.S. Stock | 60.93% | |||
| Non-U.S. Stock | 32.15% | |||
| Bond | 3.99% | |||
| U.S. Bond | 3.14% | |||
| Non-U.S. Bond | 0.85% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 1.63% | |||
| Price History | AGGPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.61% | |||
| 30-Day Total Return | -1.72% | |||
| 60-Day Total Return | -1.28% | |||
| 90-Day Total Return | 0.34% | |||
| Year to Date Total Return | 9.12% | |||
| 1-Year Total Return | 9.95% | |||
| 2-Year Total Return | 23.69% | |||
| 3-Year Total Return | 59.08% | |||
| 5-Year Total Return | 43.84% | |||
| Price | AGGPX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | AGGPX-NASDAQ | Click to Compare |
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| Nav | $35.40 | |||
| 1-Month Low NAV | $35.17 | |||
| 1-Month High NAV | $36.40 | |||
| 52-Week Low NAV | $31.26 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $36.78 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | AGGPX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 10.83 | |||
| Balance Sheet | AGGPX-NASDAQ | Click to Compare |
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| Total Assets | 2.99B | |||
| Operating Ratios | AGGPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.66% | |||
| Turnover Ratio | 1.00% | |||
| Performance | AGGPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.02% | |||
| Last Bear Market Total Return | -13.47% | |||