About MAGWX
MFS Growth Allocation Fund Class A is a multi-asset mutual fund focused on achieving a high level of total return, while maintaining a risk profile greater than moderate compared to other MFS asset allocation offerings. The fund invests in a diverse selection of underlying MFS mutual funds, allocating across domestic and international equities, bonds, commodities, and real estate. Its strategic approach blends quantitative research with traditional portfolio management, targeting consistency in style and discipline through systematic rebalancing and multi-level risk controls. Key sector exposures include information technology, financials, and industrials, with meaningful allocations to healthcare and consumer discretionary sectors as well. The fund’s top holdings are predominantly MFS-branded funds covering value, growth, mid-cap equities, international equities, and inflation-adjusted bonds, supporting a robust diversification across geographies and asset classes. Since its inception in 2002, this fund has played a significant role in the market for investors seeking a single, actively managed solution for broad asset class exposure and long-term growth potential, combined with annual income distributions.
Fund Family MFS
Category Mix Tgt All Gro
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MAGWX
Share Class A
Index S&P 500 TR
MAGWX had a total return of 8.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.01%.
