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 (6), Benjamin R. Nastou (1), Erich Shigley (1) | |||
| 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 | 0.88% | |||
| Dividend | MBGWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.15% | |||
| Asset Allocation | MBGWX-NASDAQ | Click to Compare |
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| Cash | -1.23% | |||
| Stock | 75.27% | |||
| U.S. Stock | 52.61% | |||
| Non-U.S. Stock | 22.66% | |||
| Bond | 21.98% | |||
| U.S. Bond | 14.33% | |||
| Non-U.S. Bond | 7.65% | |||
| Preferred | 0.08% | |||
| Convertible | 0.00% | |||
| Other Net | 3.89% | |||
| Price History | MBGWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.00% | |||
| 30-Day Total Return | -0.84% | |||
| 60-Day Total Return | 2.29% | |||
| 90-Day Total Return | 5.41% | |||
| Year to Date Total Return | 7.03% | |||
| 1-Year Total Return | 10.76% | |||
| 2-Year Total Return | 22.65% | |||
| 3-Year Total Return | 28.82% | |||
| 5-Year Total Return | 44.42% | |||
| 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 | $25.88 | |||
| 1-Month Low NAV | $25.88 | |||
| 1-Month High NAV | $26.41 | |||
| 52-Week Low NAV | $22.09 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.41 | |||
| 52-Week High Price (Date) | Jul 25, 2025 | |||
| Beta / Standard Deviation | MBGWX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 13.02 | |||
| Balance Sheet | MBGWX-NASDAQ | Click to Compare |
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| Total Assets | 6.64B | |||
| Operating Ratios | MBGWX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.70% | |||
| Turnover Ratio | 4.00% | |||
| Performance | MBGWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.20% | |||
| Last Bear Market Total Return | -12.60% | |||