MFS Aggressive Growth Allocation Fund Class R3
MAAHX
NASDAQ
| Weiss Ratings | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (8), Ben Nastou (3), Erich Shigley (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Aggressive Growth Allocation Fund Class R3 | |||
| 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 | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.62% | |||
| Dividend | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.89% | |||
| Asset Allocation | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.61% | |||
| 30-Day Total Return | -1.75% | |||
| 60-Day Total Return | -1.32% | |||
| 90-Day Total Return | 0.26% | |||
| Year to Date Total Return | 8.86% | |||
| 1-Year Total Return | 9.58% | |||
| 2-Year Total Return | 22.91% | |||
| 3-Year Total Return | 57.50% | |||
| 5-Year Total Return | 41.47% | |||
| Price | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $34.14 | |||
| 1-Month Low NAV | $33.92 | |||
| 1-Month High NAV | $35.11 | |||
| 52-Week Low NAV | $30.20 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $35.48 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.78 | |||
| Standard Deviation | 10.82 | |||
| Balance Sheet | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.99B | |||
| Operating Ratios | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.99% | |||
| Turnover Ratio | 1.00% | |||
| Performance | MAAHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.67% | |||
| Last Bear Market Total Return | -13.52% | |||