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MFS Growth Allocation Fund Class R2 MGALX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MGALX

Will MGALX outperform in the 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 MGALX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MGALX 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 MGALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Eyes on the horizon.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

The four offerings that constitute the MFS target-risk series—Aggressive Growth Allocation, Growth Allocation, Moderate Allocation, and Conservative Allocation—feature a diligent team plying a thoughtful process. The underlying funds have struggled to keep up with peers of late and warrant a close watch, but the long-term prospects of these target-risk funds have not degraded.

by Hyunmin Kim
Rated on Published on

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