MFS Aggressive Growth Allocation R4 (MAALX)

Fund Assets	3.00B
Expense Ratio	0.725%
Min. Investment	$0.00
Turnover	5.00%
Dividend (ttm)	0.67
Dividend Yield	1.95%
Dividend Growth	34.84%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	34.98
YTD Return	8.86%
1-Year Return	11.27%
5-Year Return	42.17%
52-Week Low	30.66
52-Week High	36.06
Beta (5Y)	0.91
Holdings	16
Inception Date	Apr 1, 2005

About MAALX

The MFS Aggressive Growth Allocation Fund Class R4 is an open-end mutual fund that pursues a high level of total return with an aggressive risk profile. Its primary function is to provide broad diversification by investing in a strategically constructed mix of underlying funds managed by Massachusetts Financial Services (MFS). The fund blends exposure to equities—including both domestic and international stocks across a range of market capitalizations and styles—as well as allocations to non-traditional assets such as real estate and commodities. While maintaining a predominant focus on equity investments, a portion is also allocated to fixed income and cash instruments for further risk management. By diversifying across these varied asset classes, the fund aims to capture growth opportunities while mitigating volatility through disciplined, rules-based rebalancing and multi-level risk oversight. As part of the MFS target-risk series, this fund stands out for its systematic approach to asset allocation, appealing to investors seeking aggressive growth within a single, actively managed portfolio solution.

• Fund Family: MFS
• Category: Mix Tgt All Agg Gr
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MAALX
• Share Class: R4
• Index: S&P 500 TR

Performance

MAALX had a total return of 11.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.46%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
AGGPX	R6	0.66%
MIAGX	I	0.74%
MAAGX	A	0.99%
MAAHX	R3	0.99%

Top 10 Holdings

82.29% of assets

Name	Symbol	Weight
MFS Value R6	MEIKX	11.94%
MFS Growth R6	MFEKX	11.20%
MFS Research R6	MFRKX	10.25%
MFS Mid Cap Value R6	MVCKX	10.01%
MFS Mid Cap Growth R6	OTCKX	9.70%
MFS Research International R6	MRSKX	8.23%
MFS Commodity Strategy R6	MCSRX	5.32%
MFS International Intrinsic Equity R6	MINJX	5.30%
MFS International Growth R6	MGRDX	5.19%
MFS International Value R6	MKVHX	5.15%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 23, 2025	$2.53452	Dec 24, 2025
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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