MFS Growth Allocation Fund Class B
MBGWX
NASDAQ
| Weiss Ratings | MBGWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MBGWX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (7), Ben Nastou (2), Erich Shigley (2) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MBGWX-NASDAQ | Click to Compare |
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| Fund Name | MFS Growth Allocation Fund Class B | |||
| Category | Global Moderately Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | 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 | MBGWX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.85% | |||
| Dividend | MBGWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.97% | |||
| Asset Allocation | MBGWX-NASDAQ | Click to Compare |
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| Cash | -1.83% | |||
| Stock | 73.85% | |||
| U.S. Stock | 51.80% | |||
| Non-U.S. Stock | 22.05% | |||
| Bond | 23.45% | |||
| U.S. Bond | 15.44% | |||
| Non-U.S. Bond | 8.01% | |||
| Preferred | 0.11% | |||
| Convertible | 0.00% | |||
| Other Net | 4.43% | |||
| Price History | MBGWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.28% | |||
| 30-Day Total Return | -0.26% | |||
| 60-Day Total Return | 1.28% | |||
| 90-Day Total Return | 2.56% | |||
| Year to Date Total Return | 10.83% | |||
| 1-Year Total Return | 7.84% | |||
| 2-Year Total Return | 34.16% | |||
| 3-Year Total Return | 46.41% | |||
| 5-Year Total Return | 42.56% | |||
| Price | MBGWX-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 | MBGWX-NASDAQ | Click to Compare |
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| Nav | $26.80 | |||
| 1-Month Low NAV | $26.46 | |||
| 1-Month High NAV | $27.07 | |||
| 52-Week Low NAV | $22.09 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.07 | |||
| 52-Week High Price (Date) | Oct 08, 2025 | |||
| Beta / Standard Deviation | MBGWX-NASDAQ | Click to Compare |
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| Beta | 0.76 | |||
| Standard Deviation | 10.96 | |||
| Balance Sheet | MBGWX-NASDAQ | Click to Compare |
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| Total Assets | 6.78B | |||
| Operating Ratios | MBGWX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.69% | |||
| Turnover Ratio | 5.00% | |||
| Performance | MBGWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.20% | |||
| Last Bear Market Total Return | -12.60% | |||