MAGWX Mutual Fund
MAGWX Mutual Fund
MFS Growth Allocation Fund Class A
MAGWX Mutual Fund Overview
MAGWX Mutual Fund (MFS Growth Allocation Fund Class A) is managed by MFS Investment Management with $5.16B in net assets. MAGWX expense ratio is 0.94%, holding 22 positions across sectors including Unknown, Other. Inception date: 2002-06-28.
MAGWX performance shows a YTD return of 5.80%. The 1-year return is 12.37% and the 5-year return is 5.92%. MAGWX dividend yield stands at 7.56%, paid annually.
MAGWX 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 MAGWX holdings, sector breakdown, or dividend history.
MAGWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MAGWX alternatives are available via the screener, along with tax-loss harvesting opportunities.