MAGJX Mutual Fund
MAGJX Mutual Fund
MFS Growth Allocation Fund Class R4
MAGJX Mutual Fund Overview
MAGJX Mutual Fund (MFS Growth Allocation Fund Class R4) is managed by MFS Investment Management with $143.8M in net assets. MAGJX expense ratio is 0.69%, holding 22 positions across sectors including Unknown, Other. Inception date: 2005-04-01.
MAGJX performance shows a YTD return of 7.15%. The 1-year return is 12.64% and the 5-year return is 6.20%. MAGJX dividend yield stands at 7.79%, paid annually.
MAGJX 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 MAGJX holdings, sector breakdown, or dividend history.
MAGJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MAGJX alternatives are available via the screener, along with tax-loss harvesting opportunities.