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MFS Aggressive Growth Allocation R2 MAWAX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.83  /  −0.17 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.68%
  • Turnover 4%

USD | NAV as of Jul 23, 2024 | 1-Day Return as of Jul 23, 2024, 10:18 PM GMT+0

Morningstar’s Analysis MAWAX

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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 MAWAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 81.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Value R6

12.02 336.3 Mil

MFS Growth R6

11.30 316.0 Mil

MFS Research R6

10.24 286.5 Mil

MFS Mid Cap Value R6

10.07 281.5 Mil

MFS Mid Cap Growth R6

9.79 273.9 Mil

MFS Research International R6

8.07 225.8 Mil

MFS International Large Cap Value R6

5.06 141.4 Mil

MFS International Intrinsic Value R6

5.04 140.9 Mil

MFS International Growth R6

5.01 140.2 Mil

MFS Commodity Strategy R6

4.94 138.1 Mil