MFS Aggressive Growth Allocation Fund Class I
MIAGX
NASDAQ
| Weiss Ratings | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (7), Ben Nastou (2), Erich Shigley (2) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Aggressive Growth Allocation Fund Class I | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.42% | |||
| Dividend | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.05% | |||
| Asset Allocation | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -1.66% | |||
| Stock | 92.78% | |||
| U.S. Stock | 60.79% | |||
| Non-U.S. Stock | 31.99% | |||
| Bond | 3.60% | |||
| U.S. Bond | 2.85% | |||
| Non-U.S. Bond | 0.75% | |||
| Preferred | 0.07% | |||
| Convertible | 0.00% | |||
| Other Net | 5.22% | |||
| Price History | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.52% | |||
| 30-Day Total Return | 1.05% | |||
| 60-Day Total Return | 3.46% | |||
| 90-Day Total Return | 3.61% | |||
| Year to Date Total Return | 13.14% | |||
| 1-Year Total Return | 10.12% | |||
| 2-Year Total Return | 40.06% | |||
| 3-Year Total Return | 62.59% | |||
| 5-Year Total Return | 65.17% | |||
| Price | MIAGX-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 | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $34.35 | |||
| 1-Month Low NAV | $33.76 | |||
| 1-Month High NAV | $34.56 | |||
| 52-Week Low NAV | $27.23 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $34.56 | |||
| 52-Week High Price (Date) | Sep 18, 2025 | |||
| Beta / Standard Deviation | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.89 | |||
| Standard Deviation | 13.90 | |||
| Balance Sheet | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.97B | |||
| Operating Ratios | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.76% | |||
| Turnover Ratio | 5.00% | |||
| Performance | MIAGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.83% | |||
| Last Bear Market Total Return | -13.47% | |||