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 (8), Ben Nastou (3), Erich Shigley (3) | |||
| 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 | 1.36% | |||
| Dividend | MAWAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.89% | |||
| Asset Allocation | MAWAX-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 | MAWAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.50% | |||
| 30-Day Total Return | -1.96% | |||
| 60-Day Total Return | 1.80% | |||
| 90-Day Total Return | 3.20% | |||
| Year to Date Total Return | 9.90% | |||
| 1-Year Total Return | 11.11% | |||
| 2-Year Total Return | 23.71% | |||
| 3-Year Total Return | 53.35% | |||
| 5-Year Total Return | 39.39% | |||
| 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 | $33.84 | |||
| 1-Month Low NAV | $33.36 | |||
| 1-Month High NAV | $34.56 | |||
| 52-Week Low NAV | $29.63 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $34.79 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | MAWAX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 11.10 | |||
| Balance Sheet | MAWAX-NASDAQ | Click to Compare |
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| Total Assets | 3.10B | |||
| Operating Ratios | MAWAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.25% | |||
| Turnover Ratio | 1.00% | |||
| Performance | MAWAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.40% | |||
| Last Bear Market Total Return | -13.59% | |||