The MFS Allocation target-risk series--MFS Aggressive Growth Allocation, MFS Growth Allocation, MFS Moderate Allocation, and MFS Conservative Allocation--features a durable process and enticing underlying funds, supporting a Morningstar Analyst Rating of Silver for the Aggressive Growth Allocation's two cheapest share classes. Amid increasing competition within their respective categories, the most affordable shares of the Growth and Moderate funds fall to Bronze, while the remaining shares across the series get reaffirmed ratings of Bronze or Neutral.
Morningstar’s Fund Analysis MBGWX
Will MBGWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MBGWX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MBGWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MBGWX’s parent organization’s priorities and whether they’re in line with investors’ interests.