Skip to Content
Morningstar

MFS Growth Allocation B MBGWX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 21.87  /  0.05 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.690%
  • Distribution Fee Level Low
  • Share Class Type —
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Closed
  • TTM Yield 1.14%
  • Turnover 2%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis MBGWX

Will MBGWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of MBGWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The suite has rewarded long-term investors.

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.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MBGWX

More MBGWX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 71.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Research R6

10.03
636,113,728
—

MFS Growth R6

10.00
634,065,586
—

MFS Value R6

9.98
632,973,835
—

MFS Mid Cap Value R6

8.93
565,969,868
—

MFS Mid Cap Growth R6

8.90
564,132,233
—

MFS Research International R6

7.00
443,528,821
—

MFS Inflation-Adjusted Bond R6

4.93
312,640,441
—

MFS Commodity Strategy R6

4.02
254,796,722
—

MFS Global Real Estate R6

3.96
251,269,523
—

MFS High Income R6

3.95
250,182,811
—