MGWIX – MFS Growth Allocation I Investment Strategy | Morningstar

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Strategy

The investment seeks a high level of total return consistent with a greater than moderate level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MGWIX	MFS Growth Allocation Fund Class I	Institutional	Open			Jun 28, 2002	$406.77M	0.690%	Below Average	$0	−$24.75M
MAGWX	MFS Growth Allocation Fund Class A	Front Load	Open			Jun 28, 2002	$5.02B	0.940%	Below Average	$1,000	−$456.33M
MBGWX	MFS Growth Allocation Fund Class B	Deferred Load	Closed			Jun 28, 2002	$5.54M	1.690%	Low	$1,000	−$10.63M
MCGWX	MFS Growth Allocation Fund Class C	Level Load	Open			Jun 28, 2002	$293.47M	1.690%	Average	$1,000	−$66.34M
MAGJX	MFS Growth Allocation Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$141.44M	0.690%	Average	$0	−$89.05M
MAGQX	MFS Growth Allocation Fund Class R6	Retirement, Large	Open			Sep 30, 2021	$447.20M	0.610%	Average	$0	−$35.43M
MGALX	MFS Growth Allocation Fund Class R2	Retirement, Medium	Limited			Oct 31, 2003	$73.05M	1.190%	Average	$0	−$20.87M
MAGEX	MFS Growth Allocation Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$86.73M	0.940%	Low	$0	−$18.71M
MAGMX	MFS Growth Allocation Fund Class R1	Retirement, Small	Limited			Apr 1, 2005	$12.43M	1.690%	High	$0	−$3.24M

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