MFS Growth Allocation FundMBGWX
Type
Mutual fund
Peer group
Allocation
Net assets
$6.8B
Expense ratio
1.69%
1-year return
+11.0%
3 years, a year
+12.0%
5 years, a year
+5.1%
Holdings
22
What it aims to do.
The fund's investment objective is to seek a high level of total return consistent with a greater than moderate 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 | 10.19% |
| MFS Mid Cap Value Fund | 9.22% |
| MFS Research Fund | 9.07% |
| MFS Growth Fund | 8.55% |
| MFS Mid Cap Growth Fund | 8.49% |
| MFS Research International Fund | 7.51% |
| MFS Inflation Adjusted Bond Fund | 4.97% |
| MFS Commodity Strategy Fund | 4.17% |
| MFS Global Real Estate Fund | 4.15% |
| MFS High Income Fund | 3.95% |
More on MBGWX.
- MBGWX overview
- MBGWX holdings
- MBGWX risk
- MBGWX costs
- MBGWX money in and out
- MBGWX share classes
- Compare MBGWX 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.