MAWAX Mutual Fund (MFS Aggressive Growth Allocation Fund Class R2) is managed by MFS Investment Management with $40.2M in net assets. MAWAX expense ratio is 1.25%, holding 16 positions across sectors including Unknown, Other. Inception date: 2003-10-31.

MAWAX performance shows a YTD return of 8.59%. The 1-year return is 14.07% and the 5-year return is 6.58%. MAWAX dividend yield stands at 7.05%, paid annually.

MAWAX 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 MAWAX holdings, sector breakdown, or dividend history.

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