MFS Aggressive Growth Allocation Fund Class R1
MAAFX
NASDAQ
| Weiss Ratings | MAAFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MAAFX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (6), Benjamin R. Nastou (1), Erich Shigley (1) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MAAFX-NASDAQ | Click to Compare |
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| Fund Name | MFS Aggressive Growth Allocation Fund Class R1 | |||
| Category | Global Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Aggressive Growth | |||
| Inception Date | Apr 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MAAFX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.40% | |||
| Dividend | MAAFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.36% | |||
| Asset Allocation | MAAFX-NASDAQ | Click to Compare |
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| Cash | 0.64% | |||
| Stock | 91.91% | |||
| U.S. Stock | 59.64% | |||
| Non-U.S. Stock | 32.27% | |||
| Bond | 3.44% | |||
| U.S. Bond | 2.79% | |||
| Non-U.S. Bond | 0.65% | |||
| Preferred | 0.05% | |||
| Convertible | 0.00% | |||
| Other Net | 3.95% | |||
| Price History | MAAFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.57% | |||
| 30-Day Total Return | 3.69% | |||
| 60-Day Total Return | 8.57% | |||
| 90-Day Total Return | 4.20% | |||
| Year to Date Total Return | 5.38% | |||
| 1-Year Total Return | 9.41% | |||
| 2-Year Total Return | 26.87% | |||
| 3-Year Total Return | 26.82% | |||
| 5-Year Total Return | 57.42% | |||
| Price | MAAFX-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 | MAAFX-NASDAQ | Click to Compare |
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| Nav | $29.74 | |||
| 1-Month Low NAV | $28.56 | |||
| 1-Month High NAV | $29.76 | |||
| 52-Week Low NAV | $25.24 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $30.78 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MAAFX-NASDAQ | Click to Compare |
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| Beta | 0.89 | |||
| Standard Deviation | 15.55 | |||
| Balance Sheet | MAAFX-NASDAQ | Click to Compare |
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| Total Assets | 2.85B | |||
| Operating Ratios | MAAFX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.76% | |||
| Turnover Ratio | 4.00% | |||
| Performance | MAAFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.19% | |||
| Last Bear Market Total Return | -13.70% | |||