MCGWX Mutual Fund
MCGWX Mutual Fund
MFS Growth Allocation Fund Class C
MCGWX Mutual Fund Overview
MCGWX Mutual Fund (MFS Growth Allocation Fund Class C) is managed by MFS Investment Management with $308.7M in net assets. MCGWX expense ratio is 1.69%, holding 22 positions across sectors including Unknown, Other. Inception date: 2002-06-28.
MCGWX performance shows a YTD return of 6.53%. The 1-year return is 11.51% and the 5-year return is 5.13%. MCGWX dividend yield stands at 6.95%, paid annually.
MCGWX 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 MCGWX holdings, sector breakdown, or dividend history.
MCGWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCGWX alternatives are available via the screener, along with tax-loss harvesting opportunities.