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 $3.0M in net assets. MBAGX expense ratio is 1.74%, holding 16 positions across various sectors. Inception date: 2002-06-28.
MBAGX performance shows a YTD return of 7.28%. The 1-year return is 9.12% and the 5-year return is 4.99%. MBAGX dividend yield stands at 0.66%, paid annually.
MBAGX 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 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.