MFS Growth Allocation Fund Class B
MBGWX
NASDAQ
| Weiss Ratings | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (8), Ben Nastou (3), Erich Shigley (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.13% | |||
| Dividend | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.88% | |||
| Asset Allocation | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.35% | |||
| Stock | 74.22% | |||
| U.S. Stock | 52.46% | |||
| Non-U.S. Stock | 21.76% | |||
| Bond | 22.89% | |||
| U.S. Bond | 14.84% | |||
| Non-U.S. Bond | 8.05% | |||
| Preferred | 0.11% | |||
| Convertible | 0.00% | |||
| Other Net | 1.43% | |||
| Price History | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.58% | |||
| 30-Day Total Return | 0.00% | |||
| 60-Day Total Return | -2.52% | |||
| 90-Day Total Return | -2.66% | |||
| Year to Date Total Return | 6.04% | |||
| 1-Year Total Return | 7.79% | |||
| 2-Year Total Return | 18.62% | |||
| 3-Year Total Return | 41.71% | |||
| 5-Year Total Return | 23.60% | |||
| Price | MBGWX-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 | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $27.02 | |||
| 1-Month Low NAV | $27.00 | |||
| 1-Month High NAV | $27.28 | |||
| 52-Week Low NAV | $24.62 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $28.06 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.66 | |||
| Standard Deviation | 9.31 | |||
| Balance Sheet | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.45B | |||
| Operating Ratios | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.69% | |||
| Turnover Ratio | 3.00% | |||
| Performance | MBGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.99% | |||
| Last Bear Market Total Return | -12.60% | |||