MBAGX Mutual Fund
MBAGX Mutual Fund
MBAGX Mutual Fund
MFS Aggressive Growth Allocation Fund Class B
MBAGX Mutual Fund Overview
MBAGX Mutual Fund (MFS Aggressive Growth Allocation Fund Class B) is managed by MFS Investment Management with $3.8M in net assets. MBAGX expense ratio is 1.75%, holding 16 positions across various sectors. Inception date: 2002-06-28.
MBAGX performance shows a YTD return of 8.35%. The 1-year return is 14.25% and the 5-year return is 6.32%. MBAGX dividend yield stands at 5.98%, paid annually.
MBAGX top holdings include Mfs Value Fund (12.2%), Mfs Growth Fund (11.0%), Mfs Research Fund (10.2%), Mfs Mid Cap Value Fund (10.1%), Mfs Mid Cap Growth Fund (9.7%). Go to all MBAGX holdings, MBAGX sectors, or MBAGX dividends.
MBAGX can be compared against other funds. Use MBAGX overlap to find shared positions, or MBAGX vs another fund for a side-by-side view. MBAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.