MCGWX Mutual Fund
MCGWX Mutual Fund
MCGWX Mutual Fund
MFS Growth Allocation Fund Class C
MCGWX Mutual Fund Overview
MCGWX Mutual Fund (MFS Growth Allocation Fund Class C) is managed by MFS Investment Management with $285.8M in net assets. MCGWX expense ratio is 1.69%, holding 22 positions across various sectors. Inception date: 2002-06-28.
MCGWX performance shows a YTD return of 5.56%. The 1-year return is 7.04% and the 5-year return is 4.13%. MCGWX dividend yield stands at 1.64%, paid annually.
MCGWX top holdings include Mfs Value Fund (9.9%), Mfs Growth Fund Class R6 (9.5%), Mfs Research Fund (9.5%), Mfs Mid Cap Growth Fund Class R6 (9.0%), Mfs Mid Cap Value Fund (8.8%). Go to all MCGWX holdings, MCGWX sectors, or MCGWX dividends.
MCGWX can be compared against other funds. Use MCGWX overlap to find shared positions, or MCGWX vs another fund for a side-by-side view. MCGWX alternatives are available via the screener, along with tax-loss harvesting opportunities.