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MFS Growth Allocation A MAGWX

Analyst rating as of
NAV / 1-Day Return
22.33  /  0.18 %
Total Assets
5.7 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
20.41 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
3.77%
Turnover
11%

Morningstar’s Fund Analysis MAGWX

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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. The cheapest share classes of the Moderate and Conservative funds receive a Morningstar Analyst Rating of Silver, while those of the Aggressive Growth fund fall to Bronze amid increasing competition within their peer group. The remaining shares across the series receive ratings ranging from Bronze to Neutral, depending on the fees.

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