MFS Aggressive Growth Allocation Fund Class B
MBAGX
NASDAQ
| Weiss Ratings | MBAGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MBAGX-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 | MBAGX-NASDAQ | Click to Compare |
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| Fund Name | MFS Aggressive Growth Allocation Fund Class B | |||
| Category | Global Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Aggressive Growth | |||
| Inception Date | Jun 28, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MBAGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.61% | |||
| Dividend | MBAGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.90% | |||
| Asset Allocation | MBAGX-NASDAQ | Click to Compare |
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| Cash | 0.73% | |||
| Stock | 92.90% | |||
| U.S. Stock | 60.99% | |||
| Non-U.S. Stock | 31.91% | |||
| Bond | 4.42% | |||
| U.S. Bond | 3.52% | |||
| Non-U.S. Bond | 0.90% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 1.88% | |||
| Price History | MBAGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.92% | |||
| 30-Day Total Return | -2.65% | |||
| 60-Day Total Return | 1.06% | |||
| 90-Day Total Return | 0.58% | |||
| Year to Date Total Return | 8.52% | |||
| 1-Year Total Return | 9.72% | |||
| 2-Year Total Return | 20.77% | |||
| 3-Year Total Return | 46.41% | |||
| 5-Year Total Return | 33.99% | |||
| Price | MBAGX-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 | MBAGX-NASDAQ | Click to Compare |
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| Nav | $34.11 | |||
| 1-Month Low NAV | $33.93 | |||
| 1-Month High NAV | $35.17 | |||
| 52-Week Low NAV | $30.21 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $35.40 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | MBAGX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 11.09 | |||
| Balance Sheet | MBAGX-NASDAQ | Click to Compare |
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| Total Assets | 3.10B | |||
| Operating Ratios | MBAGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.75% | |||
| Turnover Ratio | 1.00% | |||
| Performance | MBAGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.94% | |||
| Last Bear Market Total Return | -13.66% | |||