MFS Aggressive Growth Allocation R6 (AGGPX)

Fund Assets	2.65B
Expense Ratio	0.68%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	1.59
Dividend Yield	5.54%
Dividend Growth	60.19%
Payout Frequency	Annual
Ex-Dividend Date	Dec 26, 2024

Previous Close	28.75
YTD Return	-3.82%
1-Year Return	5.54%
5-Year Return	n/a
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	16
Inception Date	Sep 30, 2021

About AGGPX

AGGPX was founded on 2021-09-30. The Fund's investment strategy focuses on Growth with 0.69% total expense ratio. MFS Aggressive Growth Allocation Fund R6 seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by MFS, referred to as underlying funds.

• Category: Allocation--85%+ Equity
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: AGGPX
• Share Class: R6
• Index: S&P 500 TR

Performance

AGGPX had a total return of 5.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.79%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MIAGX	I	0.76%
MAALX	R4	0.76%
MAAGX	A	1.01%
MAAHX	R3	1.01%

Top 10 Holdings

81.57% of assets

Name	Symbol	Weight
MFS Value Fund	n/a	12.02%
MFS Growth Fund	n/a	11.15%
MFS Research Fund	n/a	10.22%
MFS Mid Cap Growth Fund	n/a	10.13%
MFS Mid Cap Value Fund	n/a	10.08%
MFS Research International Fund Class R6	MRSKX	7.97%
MFS Global Real Estate Fund	n/a	5.04%
MFS Commodity Strategy Fund	n/a	5.00%
MFS International Intrinsic Value Fund	n/a	4.99%
MFS International Large Cap Value R6	MKVHX	4.99%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2024	$1.59332	Dec 27, 2024
Dec 27, 2023	$0.99465	Dec 28, 2023
Dec 28, 2022	$1.16158	Dec 29, 2022
Dec 28, 2021	$2.20239	Dec 29, 2021