MFS Aggressive Growth Allocation R2 (MAWAX)

Fund Assets	3.00B
Expense Ratio	1.25%
Min. Investment	$0.00
Turnover	5.00%
Dividend (ttm)	0.49
Dividend Yield	1.42%
Dividend Growth	43.13%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	34.49
YTD Return	12.02%
1-Year Return	15.08%
5-Year Return	40.37%
52-Week Low	29.63
52-Week High	34.79
Beta (5Y)	0.91
Holdings	16
Inception Date	Oct 31, 2003

About MAWAX

The MFS Aggressive Growth Allocation Fund Class R2 is a diversified mutual fund designed to pursue a high level of total return while accepting a higher degree of risk compared to other asset allocation offerings from MFS. Its primary function is to provide broad diversification by investing mainly in other mutual funds managed by MFS, covering multiple asset classes including equities and fixed income instruments. The fund strategically allocates its assets across domestic and international equities, spanning large, mid, and small capitalization companies, and incorporates both growth and value investment styles. Notably, its portfolio features a significant focus on equities, often allocating more than 85% to stock holdings, which situates it within the aggressive allocation category and results in expected volatility levels comparable to a full equity strategy. This design allows the fund to serve individuals, particularly those with retirement-focused objectives, seeking exposure to a wide range of markets and sectors. It is managed by a team of experienced professionals employing a disciplined, target-risk approach, making it a core component within MFS's suite of risk-based asset allocation solutions for long-term capital appreciation and diversification.

• Fund Family: MFS
• Category: Mix Tgt All Agg Gr
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MAWAX
• Share Class: R2
• Index: S&P 500 TR

Performance

MAWAX had a total return of 15.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.49%.

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%
MAAGX	A	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	$2.35118	Dec 24, 2025
Dec 26, 2024	$1.41005	Dec 27, 2024
Dec 27, 2023	$0.83275	Dec 28, 2023
Dec 28, 2022	$0.9978	Dec 29, 2022
Dec 28, 2021	$2.01766	Dec 29, 2021
Dec 29, 2020	$0.92041	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:

Aug 27, 2026

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