MGWIX Mutual Fund

MGWIX Mutual Fund (MFS Growth Allocation Fund Class I) is managed by MFS Investment Management with $418.2M 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 7.24%. The 1-year return is 12.86% and the 5-year return is 6.31%. MGWIX dividend yield stands at 7.54%, paid annually.

MGWIX 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 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.