MFS Aggressive Growth Allocation Fund Class R4 (MAALX)

Fund Assets	1.85B
Expense Ratio	0.76%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	1.57
Dividend Yield	5.00%
Dividend Growth	61.76%
Payout Frequency	Annual
Ex-Dividend Date	Dec 26, 2024

Previous Close	31.36
YTD Return	4.80%
1-Year Return	8.81%
5-Year Return	69.83%
52-Week Low	26.74
52-Week High	32.82
Beta (5Y)	n/a
Holdings	16
Inception Date	Apr 1, 2005

About MAALX

The Fund's investment strategy focuses on Growth with 0.13% total expense ratio. MFS Series Trust X: MFS Aggressive Growth Allocation Fund; Class R4 Shares seeks long-term growth of capital and current income. MAALX invests in other MFS funds with the following target allocations: 60% in U.S. stock funds, 30% in international stock funds and 10% in specialty funds.

• Category: Mix Tgt All Agg Gr
• Stock Exchange: NASDAQ
• Ticker Symbol: MAALX
• Share Class: R4
• Index: S&P 500 TR

Performance

MAALX had a total return of 8.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.10%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
AGGPX	R6	0.68%
MIAGX	I	0.76%
MAAGX	A	1.01%
MAAHX	R3	1.01%

Top 10 Holdings

81.31% of assets

Name	Symbol	Weight
MFS Value Fund Class R6	MEIKX	12.44%
MFS Growth Fund Class R6	MFEKX	10.38%
MFS Research Fund Class R6	MFRKX	9.89%
MFS Mid Cap Value Fund Class R6	MVCKX	9.84%
MFS Mid Cap Growth Fund Class R6	OTCKX	9.36%
MFS Research International Fund Class R6	MRSKX	8.32%
MFS Commodity Strategy Fund Class R6	MCSRX	5.35%
MFS International Large Cap Value R6	MKVHX	5.33%
MFS International Intrinsic Value Fund Class R6	MINJX	5.27%
MFS International Growth Fund Class R6	MGRDX	5.13%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2024	$1.56709	Dec 27, 2024
Dec 27, 2023	$0.96877	Dec 28, 2023
Dec 28, 2022	$1.13616	Dec 29, 2022
Dec 28, 2021	$2.17744	Dec 29, 2021
Dec 29, 2020	$1.05296	Dec 30, 2020
Dec 26, 2019	$1.22862	Dec 26, 2019