Great Gray Collective Investment Trust - Capital Group 2040 Target Date Trust Fund (GAAGZX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.90
-0.05 (-0.41%)
Jul 8, 2026, 9:30 AM EST
Fund Assetsn/a
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Min. Investmentn/a
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Dividend (ttm)n/a
Dividend Yieldn/a
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Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close12.96
YTD Return8.78%
1-Year Returnn/a
5-Year Returnn/a
52-Week Low10.97
52-Week High13.03
Beta (5Y)n/a
Holdingsn/a
Inception Daten/a

About GAAGZX

MFS Mid Cap Growth Fund, Class CT is an actively managed mutual fund focused on U.S. mid‑capitalization companies with durable, above‑average growth prospects. The strategy seeks capital appreciation by emphasizing high‑quality businesses with competitive advantages, pricing power, and the potential for margin expansion, using fundamentals and valuation to drive position sizing. The portfolio is benchmarked to the Russell Midcap Growth Index, aligning its opportunity set with midsize growth franchises across sectors such as technology, industrials, communication services, and financials. Managed by MFS Investment Management, the fund reflects a long‑tenured approach first launched in 2000, applying consistent research discipline through market cycles. Its role in the market is to provide targeted mid‑cap growth exposure within a diversified equity allocation, complementing large‑ and small‑cap holdings while aiming to capture the innovation and scalability of midsize companies. The fund’s vehicle and class are designed for specific plan or platform needs, with class‑level expenses and features outlined by the sponsor, and with performance commonly evaluated versus the Russell Midcap Growth Index.

Stock Exchange NASDAQ
Ticker Symbol GAAGZX