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MFS Growth Allocation B MBGWX

Analyst rating as of
NAV / 1-Day Return
21.16  /  0.57 %
Total Assets
5.0 Bil
Adj. Expense Ratio
1.760%
Expense Ratio
1.760%
Fee Level
Low
Longest Manager Tenure
18.04 years
Category
US Fund Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
0.70%
Turnover
3%
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Morningstar’s Analysis

Will MBGWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Compelling target-risk funds.

Summary

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The four funds in the MFS Allocation target-risk series--MFS Aggressive Growth Allocation, MFS Growth Allocation, MFS Moderate Allocation, and MFS Conservative Allocation--boast a compelling underlying fund lineup coupled with competitive fees. Each fund in the series earns a Morningstar Analyst Rating of Bronze.

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