About MAAHX
The MFS Aggressive Growth Allocation Fund Class R3 is a mutual fund that seeks to deliver a high level of total return while embracing an aggressive risk profile within the suite of MFS Asset Allocation Funds. Its primary function is to provide investors with a broadly diversified, strategically allocated portfolio by investing in a selection of other MFS mutual funds. The fund allocates approximately 60% to U.S. stock funds, 30% to international stock funds, and 10% to specialty funds, aiming for robust capital appreciation through global equity exposure and specialty strategies. Managed with a disciplined, risk-based approach, it employs systematic, rules-driven rebalancing to maintain targeted risk levels and style consistency over time. The fund is particularly notable for its concentration, with over 80% of assets held in its top ten underlying funds, spanning large-cap, mid-cap, growth, value, and international strategies. Launched in 2005, the fund plays a significant role for investors seeking aggressive growth as part of a retirement or long-term investment plan, leveraging the expertise of the MFS management team and the breadth of underlying MFS funds.
Fund Family MFS
Category Mix Tgt All Agg Gr
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MAAHX
Share Class R3
Index S&P 500 TR
MAAHX had a total return of 12.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.24%.
