MFS Aggressive Growth Allocation Fund Class R2
MAWAX
NASDAQ
| Weiss Ratings | MAWAX-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 | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (6), Ben Nastou (1), Erich Shigley (1) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.05% | |||
| Dividend | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.21% | |||
| Asset Allocation | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -1.63% | |||
| Stock | 92.98% | |||
| U.S. Stock | 60.82% | |||
| Non-U.S. Stock | 32.16% | |||
| Bond | 3.91% | |||
| U.S. Bond | 3.23% | |||
| Non-U.S. Bond | 0.68% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 4.68% | |||
| Price History | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.03% | |||
| 30-Day Total Return | 1.35% | |||
| 60-Day Total Return | 4.80% | |||
| 90-Day Total Return | 6.50% | |||
| Year to Date Total Return | 10.93% | |||
| 1-Year Total Return | 11.63% | |||
| 2-Year Total Return | 33.69% | |||
| 3-Year Total Return | 35.55% | |||
| 5-Year Total Return | 58.28% | |||
| Price | MAWAX-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 | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $32.07 | |||
| 1-Month Low NAV | $31.21 | |||
| 1-Month High NAV | $32.25 | |||
| 52-Week Low NAV | $25.89 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $32.25 | |||
| 52-Week High Price (Date) | Aug 13, 2025 | |||
| Beta / Standard Deviation | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.89 | |||
| Standard Deviation | 14.20 | |||
| Balance Sheet | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.93B | |||
| Operating Ratios | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.26% | |||
| Turnover Ratio | 5.00% | |||
| Performance | MAWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.51% | |||
| Last Bear Market Total Return | -13.59% | |||