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 $4.2M 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 5.83%. MBAGX dividend yield stands at 6.09%, paid annually.
MBAGX top holdings include Mfs Value Fund (12.2%), Mfs Growth Fund Class R6 (10.4%), Mfs Mid Cap Value Fund (10.2%), Mfs Research Fund (10.0%), Mfs Mid Cap Growth Fund Class R6 (9.5%). 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.