MGWIX Mutual Fund
MGWIX Mutual Fund
MGWIX Mutual Fund
MFS Growth Allocation Fund Class I
MGWIX Mutual Fund Overview
MGWIX Mutual Fund (MFS Growth Allocation Fund Class I) is managed by MFS Investment Management with $396.5M in net assets. MGWIX expense ratio is 0.69%, holding 22 positions across various sectors. Inception date: 2002-06-28.
MGWIX performance shows a YTD return of 6.46%. The 1-year return is 8.15% and the 5-year return is 5.59%. MGWIX dividend yield stands at 2.58%, paid annually.
MGWIX 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 MGWIX holdings, MGWIX sectors, or MGWIX dividends.
MGWIX can be compared against other funds. Use MGWIX overlap to find shared positions, or MGWIX vs another fund for a side-by-side view. MGWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.