About MAAFX
The MFS Aggressive Growth Allocation Fund Class R1 is a mutual fund designed to seek a high level of total return by employing an aggressive risk profile relative to other asset allocation offerings from MFS. Its primary strategy involves a broadly diversified, strategically allocated portfolio composed of multiple underlying MFS funds, each targeting different asset classes, geographies, and investment styles. The fund utilizes disciplined, multi-level risk management and systematic, rules-based rebalancing to maintain its intended risk and return characteristics. Notable features include exposure to leading sectors and companies such as technology and financials, as reflected in its top holdings—Microsoft, Amazon, NVIDIA, Meta Platforms, Apple, and JPMorgan Chase. The fund's benchmark is the Standard & Poor’s 500 Stock Index, underscoring its focus on growth equity exposure and its role as an aggressive allocation choice for investors seeking higher return potential through equity-centric diversification. Established in 2002, the fund manages several billion dollars in assets and is actively managed to respond to evolving market conditions while maintaining a risk-return profile consistent with its design.
Fund Family MFS
Category Mix Tgt All Agg Gr
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MAAFX
Share Class R1
Index S&P 500 TR
MAAFX had a total return of 10.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.39%.
