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MFS Growth Allocation B MBGWX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 24.78  /  −0.64 %
  • Total Assets 6.5 Bil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Low
  • Share Class Type
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Closed
  • TTM Yield 0.63%
  • Turnover 2%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MBGWX

Will MBGWX outperform in future?

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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 MBGWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 70.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Value R6

10.08 660.1 Mil

MFS Growth R6

9.38 613.8 Mil

MFS Research R6

9.29 607.8 Mil

MFS Mid Cap Value R6

9.12 597.2 Mil

MFS Mid Cap Growth R6

8.83 578.3 Mil

MFS Research International R6

7.11 465.6 Mil

MFS Inflation-Adjusted Bond R6

4.81 314.8 Mil

MFS Commodity Strategy R6

3.98 260.3 Mil

MFS High Income R6

3.96 258.9 Mil

MFS Global Real Estate R6

3.90 255.5 Mil