MAGMX Mutual Fund
MAGMX Mutual Fund
MFS Growth Allocation Fund Class R1
MAGMX Mutual Fund Overview
MAGMX Mutual Fund (MFS Growth Allocation Fund Class R1) is managed by MFS Investment Management with $14.5M in net assets. MAGMX expense ratio is 1.69%, holding 22 positions across sectors including Unknown, Other. Inception date: 2005-04-01.
MAGMX performance shows a YTD return of 5.34%. The 1-year return is 11.52% and the 5-year return is 5.11%. MAGMX dividend yield stands at 7.27%, paid annually.
MAGMX 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 MAGMX holdings, sector breakdown, or dividend history.
MAGMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MAGMX alternatives are available via the screener, along with tax-loss harvesting opportunities.