MFS Growth Allocation Fund Class C
MCGWX
NASDAQ
| Weiss Ratings | MCGWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MCGWX-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 | MCGWX-NASDAQ | Click to Compare |
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| Fund Name | MFS Growth Allocation Fund Class C | |||
| 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 | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MCGWX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.67% | |||
| Dividend | MCGWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.85% | |||
| Asset Allocation | MCGWX-NASDAQ | Click to Compare |
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| Cash | -2.83% | |||
| Stock | 74.18% | |||
| U.S. Stock | 50.71% | |||
| Non-U.S. Stock | 23.47% | |||
| Bond | 24.35% | |||
| U.S. Bond | 16.77% | |||
| Non-U.S. Bond | 7.58% | |||
| Preferred | 0.10% | |||
| Convertible | 0.00% | |||
| Other Net | 4.20% | |||
| Price History | MCGWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.53% | |||
| 30-Day Total Return | -2.92% | |||
| 60-Day Total Return | -3.04% | |||
| 90-Day Total Return | -1.12% | |||
| Year to Date Total Return | -0.68% | |||
| 1-Year Total Return | 14.30% | |||
| 2-Year Total Return | 16.23% | |||
| 3-Year Total Return | 33.43% | |||
| 5-Year Total Return | 28.42% | |||
| Price | MCGWX-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 | MCGWX-NASDAQ | Click to Compare |
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| Nav | $24.54 | |||
| 1-Month Low NAV | $23.87 | |||
| 1-Month High NAV | $25.35 | |||
| 52-Week Low NAV | $21.55 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.68 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MCGWX-NASDAQ | Click to Compare |
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| Beta | 0.75 | |||
| Standard Deviation | 9.84 | |||
| Balance Sheet | MCGWX-NASDAQ | Click to Compare |
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| Total Assets | 6.41B | |||
| Operating Ratios | MCGWX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.69% | |||
| Turnover Ratio | 5.00% | |||
| Performance | MCGWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.18% | |||
| Last Bear Market Total Return | -12.60% | |||