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MFS Aggressive Growth Allocation I MIAGX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.11  /  0.34 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.17%
  • Turnover 4%

Morningstar’s Analysis MIAGX

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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.

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Portfolio Holdings MIAGX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 16
  • % Assets in Top 10 Holdings 81.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Value R6

12.04
317,912,569

MFS Growth R6

11.11
293,296,026

MFS Research R6

10.18
268,753,430

MFS Mid Cap Value R6

9.97
263,289,294

MFS Mid Cap Growth R6

9.95
262,590,439

MFS Research International R6

8.04
212,281,387

MFS Commodity Strategy R6

5.05
133,242,268

MFS Global Real Estate R6

5.02
132,557,482

MFS International Large Cap Value R6

5.01
132,292,777

MFS International Intrinsic Value R6

5.01
132,220,203