MFS Aggressive Growth Allocation FundMBAGX
Type
Mutual fund
Peer group
Allocation
Net assets
$3.1B
Expense ratio
1.75%
1-year return
+13.6%
3 years, a year
+13.8%
5 years, a year
+6.2%
12-month yield
6.09%
Holdings
16
What it aims to do.
The fund's investment objective is to seek a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. (The MFS Asset Allocation Funds currently are MFS Conservative Allocation Fund, MFS Moderate Allocation Fund, MFS Growth Allocation Fund, and MFS Aggressive Growth Allocation Fund.)
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Value Fund | 12.18% |
| MFS Growth Fund | 10.38% |
| MFS Mid Cap Value Fund | 10.20% |
| MFS Research Fund | 9.98% |
| MFS Mid Cap Growth Fund | 9.47% |
| MFS Research International Fund | 8.47% |
| MFS International Intrinsic Value Fund | 5.26% |
| MFS International Large Cap Value Fund | 5.22% |
| MFS International Growth Fund | 5.19% |
| MFS Commodity Strategy Fund | 5.16% |
More on MBAGX.
- MBAGX overview
- MBAGX holdings
- MBAGX risk
- MBAGX costs
- MBAGX money in and out
- MBAGX share classes
- Compare MBAGX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.