MAALX Mutual Fund
MAALX Mutual Fund
MFS Aggressive Growth Allocation Fund Class R4
MAALX Mutual Fund Overview
MAALX Mutual Fund (MFS Aggressive Growth Allocation Fund Class R4) is managed by MFS Investment Management with $104.6M in net assets. MAALX expense ratio is 0.75%, holding 16 positions across sectors including Unknown, Other. Inception date: 2005-04-01.
MAALX performance shows a YTD return of 7.34%. The 1-year return is 14.63% and the 5-year return is 7.13%. MAALX dividend yield stands at 7.33%, paid annually.
MAALX top holdings include Mfs Value Fund (12.2%), Mfs Growth Fund Class R6 (10.4%), Mfs Mid Cap Value Fund (10.2%), Mfs Research Fund (10.0%), Mfs Mid Cap Growth Fund Class R6 (9.5%). View all MAALX holdings, sector breakdown, or dividend history.
MAALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MAALX alternatives are available via the screener, along with tax-loss harvesting opportunities.