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MFS Growth Allocation 529B EBGWX

Analyst rating as of
NAV / 1-Day Return
27.19  /  0.00
Total Assets
7.0 Bil
Adj. Expense Ratio
1.760%
Expense Ratio
1.760%
Fee Level
Average
Longest Manager Tenure
19.33 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Closed
TTM Yield
0.14%
Turnover
7%
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Morningstar’s Analysis

Will EBGWX outperform in future?

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

Smooth sailing.

Senior Analyst

Summary

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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, supporting a Morningstar Analyst Rating of Silver for the Aggressive Growth Allocation's two cheapest share classes. Amid increasing competition within their respective categories, the most affordable shares of the Growth and Moderate funds fall to Bronze, while the remaining shares across the series get reaffirmed ratings of Bronze or Neutral.

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