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 | 0.59% | |||
| Dividend | MCAGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.10% | |||
| Asset Allocation | MCAGX-NASDAQ | Click to Compare |
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| Cash | -1.73% | |||
| Stock | 92.93% | |||
| U.S. Stock | 60.83% | |||
| Non-U.S. Stock | 32.10% | |||
| Bond | 3.93% | |||
| U.S. Bond | 3.23% | |||
| Non-U.S. Bond | 0.70% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 4.81% | |||
| Price History | MCAGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.71% | |||
| 30-Day Total Return | 0.46% | |||
| 60-Day Total Return | 1.80% | |||
| 90-Day Total Return | 3.34% | |||
| Year to Date Total Return | 11.94% | |||
| 1-Year Total Return | 8.62% | |||
| 2-Year Total Return | 37.29% | |||
| 3-Year Total Return | 57.11% | |||
| 5-Year Total Return | 59.26% | |||
| 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 | $32.15 | |||
| 1-Month Low NAV | $31.72 | |||
| 1-Month High NAV | $32.46 | |||
| 52-Week Low NAV | $25.69 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $32.46 | |||
| 52-Week High Price (Date) | Sep 18, 2025 | |||
| Beta / Standard Deviation | MCAGX-NASDAQ | Click to Compare |
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| Beta | 0.89 | |||
| Standard Deviation | 13.88 | |||
| Balance Sheet | MCAGX-NASDAQ | Click to Compare |
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| Total Assets | 2.97B | |||
| Operating Ratios | MCAGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.76% | |||
| 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% | |||