MAGEX Mutual Fund (MFS Growth Allocation Fund Class R3) is managed by MFS Investment Management with $91.0M in net assets. MAGEX expense ratio is 0.94%, holding 22 positions across sectors including Unknown, Other. Inception date: 2005-04-01.

MAGEX performance shows a YTD return of 5.79%. The 1-year return is 12.38% and the 5-year return is 5.93%. MAGEX dividend yield stands at 7.60%, paid annually.

MAGEX top holdings include Mfs Value Fund (10.2%), Mfs Mid Cap Value Fund (9.2%), Mfs Research Fund (9.1%), Mfs Growth Fund Class R6 (8.6%), Mfs Mid Cap Growth Fund Class R6 (8.5%). View all MAGEX holdings, sector breakdown, or dividend history.

MAGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MAGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.