MFS Growth Allocation Fund Class A

 (MUTF:MAGWX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.05%  
1 week   +0.05%
   
4 week   +1.01%
   
3 month   +5.17%
   
YTD   +10.05%
   
1 year   +13.40%
   
3 years*   +5.10%
   
5 years*   +10.09%
   
*annualized
Best 3 month return+24.91%  
Worst 3 month return-30.15%  

Morningstar statistics

Morningstar category: Allocation--70% to 85% Equity
  Return Risk Rating
3 years Average Below Average
5 years Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets5.08B 
Front load5.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyMFS 

Asset allocation

Cash4.40%  
Stocks73.72%  
Bonds21.73%  
Preferred0.04%  
Convertible0.03%  
Other0.08%  

Purchase information

Initial$1,000  
IRA Initial$250  
19.96+0.03(0.15%)
Jun 22, 8:00PM EDT Overall Morningstar RatingTM

Description

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 stock fund allocations, the adviser seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).
Fund filings (PDF) »
Asset manager:
Joseph Flaherty (Started: Jun 28, 2002)
Advisor Company:
Massachusetts Financial Services Co
Fund family reports on Morningstar »
MFS, 111 Huntington Avenue, Boston, MA 02199, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.28 -0.12 -0.13 -1.28
Beta* 1.28 1.25 1.26 1.34
Mean annual return 1.05 0.47 0.84 0.50
R-squared* 91.69 96.05 96.03 97.86
Standard deviation 4.90 8.25 7.78 13.46
Sharpe ratio 2.48 0.66 1.27 0.41
* Against standard index

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