MAGMX Mutual Fund

MAGMX Mutual Fund (MFS Growth Allocation Fund Class R1) is managed by MFS Investment Management with $13.3M in net assets. MAGMX expense ratio is 1.69%, holding 22 positions across various sectors. Inception date: 2005-04-01.

MAGMX performance shows a YTD return of 6.59%. The 1-year return is 11.69% and the 5-year return is 5.25%. MAGMX dividend yield stands at 7.15%, paid annually.

MAGMX 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 MAGMX holdings, MAGMX sectors, or MAGMX dividends.

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