C
MFS Aggressive Growth Allocation Fund Class R1 MAAFX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings MAAFX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info MAAFX-NASDAQ Click to
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Provider MFS
Manager/Tenure (Years) Natalie I. Shapiro (7), Ben Nastou (2), Erich Shigley (2)
Website http://www.mfs.com
Fund Information MAAFX-NASDAQ Click to
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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
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Dividend Yield 0.37%
Dividend MAAFX-NASDAQ Click to
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Dividend Yield (Forward) 2.05%
Asset Allocation MAAFX-NASDAQ Click to
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Cash -1.66%
Stock 92.78%
U.S. Stock 60.79%
Non-U.S. Stock 31.99%
Bond 3.60%
U.S. Bond 2.85%
Non-U.S. Bond 0.75%
Preferred 0.07%
Convertible 0.00%
Other Net 5.22%
Price History MAAFX-NASDAQ Click to
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7-Day Total Return 1.54%
30-Day Total Return -0.31%
60-Day Total Return 1.24%
90-Day Total Return 2.69%
Year to Date Total Return 12.08%
1-Year Total Return 8.44%
2-Year Total Return 37.79%
3-Year Total Return 52.91%
5-Year Total Return 51.54%
Price MAAFX-NASDAQ Click to
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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
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Nav $31.63
1-Month Low NAV $31.15
1-Month High NAV $32.03
52-Week Low NAV $25.24
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $32.03
52-Week High Price (Date) Oct 08, 2025
Beta / Standard Deviation MAAFX-NASDAQ Click to
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Beta 0.86
Standard Deviation 12.44
Balance Sheet MAAFX-NASDAQ Click to
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Total Assets 3.00B
Operating Ratios MAAFX-NASDAQ Click to
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Expense Ratio 1.75%
Turnover Ratio 5.00%
Performance MAAFX-NASDAQ Click to
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Last Bull Market Total Return 12.19%
Last Bear Market Total Return -13.70%