MFS Aggressive Growth Allocation Fund Class R2
MAWAX
NASDAQ
| Weiss Ratings | MAWAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MAWAX-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 | MAWAX-NASDAQ | Click to Compare |
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| Fund Name | MFS Aggressive Growth Allocation Fund Class R2 | |||
| Category | Global Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Aggressive Growth | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MAWAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.09% | |||
| Dividend | MAWAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.36% | |||
| Asset Allocation | MAWAX-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 | MAWAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.56% | |||
| 30-Day Total Return | 3.70% | |||
| 60-Day Total Return | 8.64% | |||
| 90-Day Total Return | 4.30% | |||
| Year to Date Total Return | 5.60% | |||
| 1-Year Total Return | 9.96% | |||
| 2-Year Total Return | 28.11% | |||
| 3-Year Total Return | 28.75% | |||
| 5-Year Total Return | 61.41% | |||
| Price | MAWAX-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 | MAWAX-NASDAQ | Click to Compare |
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| Nav | $30.53 | |||
| 1-Month Low NAV | $29.31 | |||
| 1-Month High NAV | $30.55 | |||
| 52-Week Low NAV | $25.89 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $31.72 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MAWAX-NASDAQ | Click to Compare |
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| Beta | 0.90 | |||
| Standard Deviation | 15.56 | |||
| Balance Sheet | MAWAX-NASDAQ | Click to Compare |
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| Total Assets | 2.85B | |||
| Operating Ratios | MAWAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.26% | |||
| Turnover Ratio | 4.00% | |||
| Performance | MAWAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.51% | |||
| Last Bear Market Total Return | -13.59% | |||