MAWAX Mutual Fund
MAWAX Mutual Fund
MAWAX Mutual Fund
MFS Aggressive Growth Allocation Fund Class R2
MAWAX Mutual Fund Overview
MAWAX Mutual Fund (MFS Aggressive Growth Allocation Fund Class R2) is managed by MFS Investment Management with $38.7M in net assets. MAWAX expense ratio is 1.24%, holding 16 positions across various sectors. Inception date: 2003-10-31.
MAWAX performance shows a YTD return of 7.72%. The 1-year return is 9.64% and the 5-year return is 5.51%. MAWAX dividend yield stands at 1.47%, paid annually.
MAWAX top holdings include Mfs Value Fund (11.8%), Mfs Growth Fund Class R6 (11.7%), Mfs Research Fund (10.5%), Mfs Mid Cap Growth Fund Class R6 (9.9%), Mfs Mid Cap Value Fund (9.7%). Go to all MAWAX holdings, MAWAX sectors, or MAWAX dividends.
MAWAX can be compared against other funds. Use MAWAX overlap to find shared positions, or MAWAX vs another fund for a side-by-side view. MAWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.