MGALX Mutual Fund

MGALX Mutual Fund (MFS Growth Allocation Fund Class R2) is managed by MFS Investment Management with $74.5M in net assets. MGALX expense ratio is 1.19%, holding 22 positions across various sectors. Inception date: 2003-10-31.

MGALX performance shows a YTD return of 6.92%. The 1-year return is 12.27% and the 5-year return is 5.78%. MGALX dividend yield stands at 7.39%, paid annually.

MGALX 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 MGALX holdings, MGALX sectors, or MGALX dividends.

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