MGALX Mutual Fund
MGALX Mutual Fund
MGALX Mutual Fund
MFS Growth Allocation Fund Class R2
MGALX Mutual Fund Overview
MGALX Mutual Fund (MFS Growth Allocation Fund Class R2) is managed by MFS Investment Management with $76.6M 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 5.36%. MGALX dividend yield stands at 7.49%, paid annually.
MGALX top holdings include Mfs Value Fund (10.2%), Mfs Mid Cap Value Fund (9.2%), Mfs Research Fund (9.1%), Mfs Growth Fund Class R6 (8.6%), Mfs Mid Cap Growth Fund Class R6 (8.5%). 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.