MFS Aggressive Growth Allocation Fund Class R3 MAAHX Strategy
Strategy
The investment seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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MIAGX
| MFS Aggressive Growth Allocation Fund Class I | Institutional | Open | $279.46M | 0.740% | Below Average | $0 | −$26.74M | |||
MAAGX
| MFS Aggressive Growth Allocation Fund Class A | Front Load | Open | $1.89B | 0.990% | Average | $1,000 | −$128.46M | |||
MBAGX
| MFS Aggressive Growth Allocation Fund Class B | Deferred Load | Closed | $3.39M | 1.740% | Low | $1,000 | −$5.19M | |||
MCAGX
| MFS Aggressive Growth Allocation Fund Class C | Level Load | Open | $233.74M | 1.740% | Above Average | $1,000 | −$28.44M | |||
MAALX
| MFS Aggressive Growth Allocation Fund Class R4 | Retirement, Large | Open | $94.14M | 0.740% | Above Average | $0 | −$52.44M | |||
AGGPX
| MFS Aggressive Growth Allocation Fund Class R6 | Retirement, Large | Open | $364.51M | 0.660% | Average | $0 | −$5.86M | |||
MAWAX
| MFS Aggressive Growth Allocation Fund Class R2 | Retirement, Medium | Limited | $39.36M | 1.240% | Above Average | $0 | −$7.24M | |||
MAAHX
| MFS Aggressive Growth Allocation Fund Class R3 | Retirement, Medium | Open | $69.14M | 0.990% | Low | $0 | −$20.84M | |||
MAAFX
| MFS Aggressive Growth Allocation Fund Class R1 | Retirement, Small | Limited | $11.03M | 1.740% | High | $0 | −$805,957.59 |