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MFS Growth Allocation R1 MAGMX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.35  /  0.27 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.99%
  • Turnover 2%

Morningstar’s Analysis MAGMX

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Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

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.

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Portfolio Holdings MAGMX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 70.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Value R6

10.01
633,531,638

MFS Research R6

9.16
579,930,992

MFS Growth R6

9.11
576,632,321

MFS Mid Cap Value R6

8.95
566,605,462

MFS Mid Cap Growth R6

8.93
565,100,999

MFS Research International R6

7.02
444,140,845

MFS Inflation-Adjusted Bond R6

4.95
313,652,513

MFS Commodity Strategy R6

4.02
254,814,236

MFS High Income R6

4.02
254,653,162

MFS Global Real Estate R6

4.01
253,581,687