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 R4 MAALX
- NAV / 1-Day Return 30.09 / +0.17 %
- Total Assets 2.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.770%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.10%
- Turnover 4%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:50 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 81.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Value R6 | 12.00 | 328.5 Mil | — |
MFS Growth R6 | 11.44 | 313.4 Mil | — |
MFS Research R6 | 10.31 | 282.3 Mil | — |
MFS Mid Cap Growth R6 | 10.20 | 279.4 Mil | — |
MFS Mid Cap Value R6 | 10.10 | 276.5 Mil | — |
MFS Research International R6 | 7.93 | 217.1 Mil | — |
MFS International Growth R6 | 4.98 | 136.3 Mil | — |
MFS International Intrinsic Value R6 | 4.97 | 136.0 Mil | — |
MFS Global Real Estate R6 | 4.90 | 134.0 Mil | — |
MFS International Large Cap Value R6 | 4.89 | 134.0 Mil | — |