MFS Growth Allocation Fund Class C
MCGWX
NASDAQ
| Weiss Ratings | MCGWX-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 | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (6), Ben Nastou (1), Erich Shigley (1) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.15% | |||
| Dividend | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.10% | |||
| Asset Allocation | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -1.26% | |||
| Stock | 76.01% | |||
| U.S. Stock | 53.46% | |||
| Non-U.S. Stock | 22.55% | |||
| Bond | 21.35% | |||
| U.S. Bond | 13.89% | |||
| Non-U.S. Bond | 7.46% | |||
| Preferred | 0.09% | |||
| Convertible | 0.00% | |||
| Other Net | 3.82% | |||
| Price History | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.57% | |||
| 30-Day Total Return | 1.13% | |||
| 60-Day Total Return | 4.07% | |||
| 90-Day Total Return | 5.78% | |||
| Year to Date Total Return | 9.28% | |||
| 1-Year Total Return | 9.24% | |||
| 2-Year Total Return | 28.51% | |||
| 3-Year Total Return | 29.14% | |||
| 5-Year Total Return | 44.63% | |||
| Price | MCGWX-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 | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $25.78 | |||
| 1-Month Low NAV | $25.24 | |||
| 1-Month High NAV | $25.93 | |||
| 52-Week Low NAV | $21.55 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $25.93 | |||
| 52-Week High Price (Date) | Aug 13, 2025 | |||
| Beta / Standard Deviation | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.78 | |||
| Standard Deviation | 12.56 | |||
| Balance Sheet | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.65B | |||
| Operating Ratios | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.70% | |||
| Turnover Ratio | 5.00% | |||
| Performance | MCGWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.18% | |||
| Last Bear Market Total Return | -12.60% | |||