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Morningstar

MFS Aggressive Growth Allocation R2 MAWAX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 25.64  /  0.08 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • 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 1.36%
  • Turnover 4%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis MAWAX

Will MAWAX 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 MAWAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MAWAX 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 MAWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The suite has rewarded long-term investors.

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.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings MAWAX

More MAWAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 16
  • % Assets in Top 10 Holdings 83.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Growth R6

12.51
330,004,882
—

MFS Value R6

11.79
311,046,434
—

MFS Research R6

11.21
295,679,606
—

MFS Mid Cap Growth R6

9.99
263,648,907
—

MFS Mid Cap Value R6

9.96
262,844,761
—

MFS Research International R6

7.87
207,598,168
—

MFS International Growth R6

4.97
131,131,719
—

MFS International Intrinsic Value R6

4.97
131,058,442
—

MFS International Large Cap Value R6

4.94
130,337,083
—

MFS Global Real Estate R6

4.83
127,347,314
—