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.
Will MBGWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s 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.
The Price Pillar compares MBGWX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether MBGWX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.