MAGJX Mutual Fund

MAGJX Mutual Fund (MFS Growth Allocation Fund Class R4) is managed by MFS Investment Management with $142.3M in net assets. MAGJX expense ratio is 0.69%, holding 22 positions across various sectors. Inception date: 2005-04-01.

MAGJX performance shows a YTD return of 7.19%. The 1-year return is 12.79% and the 5-year return is 6.31%. MAGJX dividend yield stands at 7.76%, paid annually.

MAGJX top holdings include Mfs Value Fund (10.2%), Mfs Research Fund (9.3%), Mfs Mid Cap Value Fund (9.1%), Mfs Growth Fund (9.1%), Mfs Mid Cap Growth Fund (8.8%). Go to all MAGJX holdings, MAGJX sectors, or MAGJX dividends.

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