MAGEX Mutual Fund

MAGEX Mutual Fund (MFS Growth Allocation Fund Class R3) is managed by MFS Investment Management with $96.9M in net assets. MAGEX expense ratio is 0.94%, holding 22 positions across various sectors. Inception date: 2005-04-01.

MAGEX performance shows a YTD return of 7.06%. The 1-year return is 12.54% and the 5-year return is 5.63%. MAGEX dividend yield stands at 7.57%, paid annually.

MAGEX top holdings include Mfs Value Fund (10.2%), Mfs Mid Cap Value Fund (9.2%), Mfs Research Fund (9.1%), Mfs Growth Fund Class R6 (8.6%), Mfs Mid Cap Growth Fund Class R6 (8.5%). Go to all MAGEX holdings, MAGEX sectors, or MAGEX dividends.

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