AGGPX Mutual Fund

AGGPX Mutual Fund (MFS Aggressive Growth Allocation Fund Class R6) is managed by MFS Investment Management with $372.9M in net assets. AGGPX expense ratio is 0.67%, holding 16 positions across various sectors. Inception date: 2021-09-30.

AGGPX performance shows a YTD return of 8.98%. The 1-year return is 15.47% and the 5-year return is 7.47%. AGGPX dividend yield stands at 7.08%, paid annually.

AGGPX top holdings include Mfs Value Fund (12.2%), Mfs Growth Fund (11.0%), Mfs Research Fund (10.2%), Mfs Mid Cap Value Fund (10.1%), Mfs Mid Cap Growth Fund (9.7%). Go to all AGGPX holdings, AGGPX sectors, or AGGPX dividends.

AGGPX can be compared against other funds. Use AGGPX overlap to find shared positions, or AGGPX vs another fund for a side-by-side view. AGGPX alternatives are available via the screener, along with tax-loss harvesting opportunities.