The four offerings that constitute the MFS target-risk series–Aggressive Growth Allocation, Growth Allocation, Moderate Allocation, and Conservative Allocation–feature a durable process and compelling underlying funds.
MFS Aggressive Growth Allocation B MBAGX
- NAV / 1-Day Return 28.89 / +0.87 %
- Total Assets 2.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.770%
- Distribution Fee Level Low
- Share Class Type —
- Category Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Closed
- TTM Yield 0.07%
- Turnover 4%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MBAGX
Will MBAGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 81.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Value R6 | 12.13 | 342.5 Mil | — |
MFS Growth R6 | 11.26 | 318.0 Mil | — |
MFS Research R6 | 10.28 | 290.3 Mil | — |
MFS Mid Cap Value R6 | 10.19 | 287.7 Mil | — |
MFS Mid Cap Growth R6 | 9.99 | 282.0 Mil | — |
MFS Research International R6 | 7.93 | 223.9 Mil | — |
MFS International Intrinsic Value R6 | 5.01 | 141.5 Mil | — |
MFS International Large Cap Value R6 | 4.96 | 140.1 Mil | — |
MFS Global Real Estate R6 | 4.94 | 139.5 Mil | — |
MFS International Growth R6 | 4.92 | 138.9 Mil | — |