MAGWX Mutual Fund

MAGWX Mutual Fund (MFS Growth Allocation Fund Class A) is managed by MFS Investment Management with $5.18B in net assets. MAGWX expense ratio is 0.94%, holding 22 positions across various sectors. Inception date: 2002-06-28.

MAGWX performance shows a YTD return of 7.06%. The 1-year return is 12.53% and the 5-year return is 6.05%. MAGWX dividend yield stands at 7.42%, paid annually.

MAGWX 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 MAGWX holdings, MAGWX sectors, or MAGWX dividends.

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