MAALX Mutual Fund
MAALX Mutual Fund
MAALX Mutual Fund
MFS Aggressive Growth Allocation Fund Class R4
MAALX Mutual Fund Overview
MAALX Mutual Fund (MFS Aggressive Growth Allocation Fund Class R4) is managed by MFS Investment Management with $96.2M in net assets. MAALX expense ratio is 0.75%, holding 16 positions across various sectors. Inception date: 2005-04-01.
MAALX performance shows a YTD return of 8.97%. The 1-year return is 15.38% and the 5-year return is 7.39%. MAALX dividend yield stands at 7.27%, paid annually.
MAALX 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 MAALX holdings, MAALX sectors, or MAALX dividends.
MAALX can be compared against other funds. Use MAALX overlap to find shared positions, or MAALX vs another fund for a side-by-side view. MAALX alternatives are available via the screener, along with tax-loss harvesting opportunities.