MCAGX Mutual Fund
MCAGX Mutual Fund
MCAGX Mutual Fund
MFS Aggressive Growth Allocation Fund Class C
MCAGX Mutual Fund Overview
MCAGX Mutual Fund (MFS Aggressive Growth Allocation Fund Class C) is managed by MFS Investment Management with $249.8M in net assets. MCAGX expense ratio is 1.75%, holding 16 positions across various sectors. Inception date: 2002-06-28.
MCAGX performance shows a YTD return of 8.33%. The 1-year return is 14.27% and the 5-year return is 5.83%. MCAGX dividend yield stands at 6.66%, paid annually.
MCAGX 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 MCAGX holdings, MCAGX sectors, or MCAGX dividends.
MCAGX can be compared against other funds. Use MCAGX overlap to find shared positions, or MCAGX vs another fund for a side-by-side view. MCAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.