MBGWX Mutual Fund

MBGWX Mutual Fund (MFS Growth Allocation Fund Class B) is managed by MFS Investment Management with $6.1M in net assets. MBGWX expense ratio is 1.69%, holding 22 positions across various sectors. Inception date: 2002-06-28.

MBGWX performance shows a YTD return of 6.60%. The 1-year return is 11.71% and the 5-year return is 5.26%. MBGWX dividend yield stands at 6.23%, paid annually.

MBGWX 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 MBGWX holdings, MBGWX sectors, or MBGWX dividends.

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