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Morningstar

MFS Aggressive Growth Allocation R4 MAALX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 26.12  /  1.04 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.130%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.88%
  • Turnover 13%

USD | NAV as of Jun 01, 2023 | 1-Day Return as of Jun 01, 2023, 10:22 PM GMT+0

Morningstar’s Analysis MAALX

Will MAALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MAALX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MAALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MAALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The suite has rewarded its long-term investors.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The MFS Allocation target-risk series–MFS Aggressive Growth Allocation, MFS Growth Allocation, MFS Moderate Allocation, and MFS Conservative Allocation–features a durable process and enticing underlying funds. The cheapest share classes of the Moderate and Conservative funds receive a Morningstar Analyst Rating of Silver, while those of the Aggressive Growth fund fall to Bronze amid increasing competition within their peer group. The remaining shares across the series receive ratings ranging from Bronze to Neutral, depending on the fees.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MAALX

More MAALX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 16
  • % Assets in Top 10 Holdings 83.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Growth R6

12.34
306,089,777
—

MFS Value R6

11.75
291,480,233
—

MFS Research R6

11.05
273,955,800
—

MFS Mid Cap Growth R6

9.89
245,245,526
—

MFS Mid Cap Value R6

9.69
240,281,730
—

MFS Research International R6

8.27
204,974,719
—

MFS International Growth R6

5.21
129,194,978
—

MFS International Intrinsic Value R6

5.18
128,505,936
—

MFS International Large Cap Value R6

5.15
127,802,760
—

MFS Global Real Estate R6

4.89
121,203,290
—