MAAHX Mutual Fund

MAAHX Mutual Fund (MFS Aggressive Growth Allocation Fund Class R3) is managed by MFS Investment Management with $68.0M in net assets. MAAHX expense ratio is 0.99%, holding 16 positions across various sectors. Inception date: 2005-04-01.

MAAHX performance shows a YTD return of 7.93%. The 1-year return is 9.92% and the 5-year return is 6.25%. MAAHX dividend yield stands at 1.71%, paid annually.

MAAHX top holdings include Mfs Value Fund (11.8%), Mfs Growth Fund Class R6 (11.7%), Mfs Research Fund (10.5%), Mfs Mid Cap Growth Fund Class R6 (9.9%), Mfs Mid Cap Value Fund (9.7%). Go to all MAAHX holdings, MAAHX sectors, or MAAHX dividends.

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