MFS Aggressive Growth Allocation Fund Class A (MAAGX)

Fund Assets	3.00B
Expense Ratio	1.00%
Min. Investment	$1,000
Turnover	5.00%
Dividend (ttm)	2.46
Dividend Yield	6.91%
Dividend Growth	64.73%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	35.52
YTD Return	12.19%
1-Year Return	15.36%
5-Year Return	42.18%
52-Week Low	30.48
52-Week High	35.82
Beta (5Y)	0.91
Holdings	16
Inception Date	Jun 28, 2002

About MAAGX

The MFS Aggressive Growth Allocation Fund Class A is a mutual fund designed to seek a high level of total return by employing an aggressive asset allocation strategy. The fund diversifies its holdings by investing in a broad mix of underlying MFS-managed mutual funds, strategically spanning domestic and international equities, as well as varying market capitalizations and investment styles, such as growth and value. This allocation approach enables the fund to efficiently manage risk while targeting higher long-term growth potential compared to more conservative allocation options. Disciplined portfolio management and systematic, rules-based rebalancing are key features, supporting the fund’s goal of maintaining its aggressive risk profile and style consistency over time. With a focus on equity exposure—typically allocating over 85% of assets to stocks—the fund appeals to investors seeking robust participation in global equity markets within a single, actively managed portfolio. The MFS Aggressive Growth Allocation Fund Class A plays a significant role in the asset allocation fund space, offering diversification, professional oversight, and a risk/return profile tailored for those with a higher tolerance for volatility.

• Fund Family: MFS
• Category: Mix Tgt All Agg Gr
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MAAGX
• Share Class: A
• Index: S&P 500 TR

Performance

MAAGX had a total return of 15.36% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.85%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
AGGPX	R6	0.67%
MAALX	R4	0.75%
MIAGX	I	0.75%
MAAHX	R3	1.00%

Top 10 Holdings

82.22% of assets

Name	Symbol	Weight
MFS Value R6	MEIKX	12.00%
MFS Growth R6	MFEKX	11.21%
MFS Research R6	MFRKX	10.27%
MFS Mid Cap Growth R6	OTCKX	10.27%
MFS Mid Cap Value R6	MVCKX	10.19%
MFS Research International R6	MRSKX	8.20%
MFS International Value R6	MKVHX	5.06%
MFS Global Real Estate R6	MGLRX	5.03%
MFS International Intrinsic Equity R6	MINJX	5.01%
MFS International Growth R6	MGRDX	4.98%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 23, 2025	$2.4567	Dec 24, 2025
Dec 26, 2024	$1.49134	Dec 27, 2024
Dec 27, 2023	$0.90443	Dec 28, 2023
Dec 28, 2022	$1.07259	Dec 29, 2022
Dec 28, 2021	$2.10398	Dec 29, 2021
Dec 29, 2020	$0.99449	Dec 30, 2020

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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