MBAGX Mutual Fund
MBAGX Mutual Fund
MFS Aggressive Growth Allocation Fund Class B
MBAGX Mutual Fund Overview
MBAGX Mutual Fund (MFS Aggressive Growth Allocation Fund Class B) is managed by MFS Investment Management with $4.3M in net assets. MBAGX expense ratio is 1.75%, holding 16 positions across sectors including Unknown, Other. Inception date: 2002-06-28.
MBAGX performance shows a YTD return of 6.71%. The 1-year return is 13.53% and the 5-year return is 6.05%. MBAGX dividend yield stands at 6.14%, paid annually.
MBAGX 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 MBAGX holdings, sector breakdown, or dividend history.
MBAGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MBAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.