MBGWX Mutual Fund (MFS Growth Allocation Fund Class B) is managed by MFS Investment Management with $7.1M in net assets. MBGWX expense ratio is 1.69%, holding 22 positions across sectors including Unknown, Other. Inception date: 2002-06-28.

MBGWX performance shows a YTD return of 5.35%. The 1-year return is 11.52% and the 5-year return is 5.14%. MBGWX dividend yield stands at 6.34%, paid annually.

MBGWX 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 MBGWX holdings, sector breakdown, or dividend history.

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