MAGQX Mutual Fund

MAGQX Mutual Fund (MFS Growth Allocation Fund Class R6) is managed by MFS Investment Management with $475.8M in net assets. MAGQX expense ratio is 0.61%, holding 22 positions across various sectors. Inception date: 2021-09-30.

MAGQX performance shows a YTD return of 7.23%. The 1-year return is 12.89% and the 5-year return is 6.39%. MAGQX dividend yield stands at 7.72%, paid annually.

MAGQX 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 MAGQX holdings, MAGQX sectors, or MAGQX dividends.

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