MFS Aggressive Growth Allocation Fund Class R2 MAWAX Strategy

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Strategy

The investment seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MIAGX
MFS Aggressive Growth Allocation Fund Class IInstitutionalOpen $279.46M0.740%Below Average$0−$26.74M
MAAGX
MFS Aggressive Growth Allocation Fund Class AFront LoadOpen $1.89B0.990%Average$1,000−$128.46M
MBAGX
MFS Aggressive Growth Allocation Fund Class BDeferred LoadClosed $3.39M1.740%Low$1,000−$5.19M
MCAGX
MFS Aggressive Growth Allocation Fund Class CLevel LoadOpen $233.74M1.740%Above Average$1,000−$28.44M
MAALX
MFS Aggressive Growth Allocation Fund Class R4Retirement, LargeOpen $94.14M0.740%Above Average$0−$52.44M
AGGPX
MFS Aggressive Growth Allocation Fund Class R6Retirement, LargeOpen $364.51M0.660%Average$0−$5.86M
MAWAX
MFS Aggressive Growth Allocation Fund Class R2Retirement, MediumLimited $39.36M1.240%Above Average$0−$7.24M
MAAHX
MFS Aggressive Growth Allocation Fund Class R3Retirement, MediumOpen $69.14M0.990%Low$0−$20.84M
MAAFX
MFS Aggressive Growth Allocation Fund Class R1Retirement, SmallLimited $11.03M1.740%High$0−$805,957.59

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