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.
MFS Aggressive Growth Allocation R4 MAALX
NAV / 1-Day Return
28.01
/
0.07
%
Total Assets
2.3 Bil
Adj. Expense Ratio
0.770%
Expense Ratio
0.770%
Fee Level
Above Average
Longest Manager Tenure
20.13
years
Category
Allocation--85%+ Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / LimitedStatus
Open
TTM Yield
3.58%
Turnover
13%
Morningstar’s Fund 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.
Smooth sailing.
