MFS Aggressive Growth Allocation Fund Class C
MCAGX
NASDAQ
| Weiss Ratings | MCAGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MCAGX-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 | MCAGX-NASDAQ | Click to Compare |
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| Fund Name | MFS Aggressive Growth Allocation Fund Class C | |||
| 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 | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MCAGX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.11% | |||
| Dividend | MCAGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.92% | |||
| Asset Allocation | MCAGX-NASDAQ | Click to Compare |
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| Cash | -2.36% | |||
| Stock | 92.67% | |||
| U.S. Stock | 59.06% | |||
| Non-U.S. Stock | 33.61% | |||
| Bond | 4.42% | |||
| U.S. Bond | 3.63% | |||
| Non-U.S. Bond | 0.79% | |||
| Preferred | 0.07% | |||
| Convertible | 0.00% | |||
| Other Net | 5.19% | |||
| Price History | MCAGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.77% | |||
| 30-Day Total Return | -3.34% | |||
| 60-Day Total Return | -3.62% | |||
| 90-Day Total Return | -1.26% | |||
| Year to Date Total Return | -0.68% | |||
| 1-Year Total Return | 16.61% | |||
| 2-Year Total Return | 17.90% | |||
| 3-Year Total Return | 38.12% | |||
| 5-Year Total Return | 33.70% | |||
| Price | MCAGX-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 | MCAGX-NASDAQ | Click to Compare |
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| Nav | $30.33 | |||
| 1-Month Low NAV | $29.35 | |||
| 1-Month High NAV | $31.48 | |||
| 52-Week Low NAV | $25.69 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $32.97 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MCAGX-NASDAQ | Click to Compare |
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| Beta | 0.85 | |||
| Standard Deviation | 11.20 | |||
| Balance Sheet | MCAGX-NASDAQ | Click to Compare |
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| Total Assets | 2.85B | |||
| Operating Ratios | MCAGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.75% | |||
| Turnover Ratio | 5.00% | |||
| Performance | MCAGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.18% | |||
| Last Bear Market Total Return | -13.68% | |||