MCGWX Mutual Fund

MCGWX Mutual Fund (MFS Growth Allocation Fund Class C) is managed by MFS Investment Management with $306.1M 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 6.61%. The 1-year return is 11.72% and the 5-year return is 5.25%. MCGWX dividend yield stands at 6.84%, paid annually.

MCGWX 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 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.