MFS Growth Allocation Fund Class I
MGWIX
NASDAQ
| Weiss Ratings | MGWIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MGWIX-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 | MGWIX-NASDAQ | Click to Compare |
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| Fund Name | MFS Growth Allocation Fund Class I | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MGWIX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.51% | |||
| Dividend | MGWIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.86% | |||
| Asset Allocation | MGWIX-NASDAQ | Click to Compare |
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| Cash | -2.61% | |||
| Stock | 74.28% | |||
| U.S. Stock | 50.73% | |||
| Non-U.S. Stock | 23.55% | |||
| Bond | 23.91% | |||
| U.S. Bond | 16.37% | |||
| Non-U.S. Bond | 7.54% | |||
| Preferred | 0.10% | |||
| Convertible | 0.00% | |||
| Other Net | 4.32% | |||
| Price History | MGWIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.51% | |||
| 30-Day Total Return | -2.86% | |||
| 60-Day Total Return | -2.89% | |||
| 90-Day Total Return | -0.89% | |||
| Year to Date Total Return | -0.43% | |||
| 1-Year Total Return | 15.44% | |||
| 2-Year Total Return | 18.58% | |||
| 3-Year Total Return | 37.45% | |||
| 5-Year Total Return | 34.98% | |||
| Price | MGWIX-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 | MGWIX-NASDAQ | Click to Compare |
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| Nav | $25.47 | |||
| 1-Month Low NAV | $24.78 | |||
| 1-Month High NAV | $26.29 | |||
| 52-Week Low NAV | $22.32 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.82 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MGWIX-NASDAQ | Click to Compare |
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| Beta | 0.72 | |||
| Standard Deviation | 9.16 | |||
| Balance Sheet | MGWIX-NASDAQ | Click to Compare |
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| Total Assets | 6.82B | |||
| Operating Ratios | MGWIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.69% | |||
| Turnover Ratio | 5.00% | |||
| Performance | MGWIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.84% | |||
| Last Bear Market Total Return | -12.40% | |||