MFS Aggressive Growth Allocation Fund Class C (MCAGX)

Fund Assets	3.00B
Expense Ratio	1.79%
Min. Investment	$1,000
Turnover	5.00%
Dividend (ttm)	0.36
Dividend Yield	1.08%
Dividend Growth	82.72%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	33.31
YTD Return	8.02%
1-Year Return	10.17%
5-Year Return	35.24%
52-Week Low	29.35
52-Week High	34.40
Beta (5Y)	0.91
Holdings	16
Inception Date	Jun 28, 2002

About MCAGX

The MFS Aggressive Growth Allocation Fund Class C is a multi-asset mutual fund designed to pursue a high total return with an aggressive risk profile. The fund strategically allocates its assets across a diversified selection of underlying MFS-managed funds, providing broad exposure to various asset classes in a single investment. Its approach uses disciplined portfolio management and systematic, rules-based rebalancing to maintain desired risk levels and style consistency. Targeted at investors seeking higher growth potential, the fund holds a greater allocation to equity-oriented investments compared to more conservative asset allocation funds, aligning its strategy with the pursuit of aggressive capital appreciation. The fund actively manages risk at multiple levels and regularly adjusts allocations to support long-term growth objectives. Suitability for certain investors is defined by its aggressive risk relative to other MFS allocation funds, aiming to capture upside opportunities within the global equity and fixed income markets. Established in 2002, the fund has become a notable option for diversified, growth-oriented portfolio construction within the mutual fund market.

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

Performance

MCAGX had a total return of 10.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.88%.

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%
MAALX	R4	0.74%
MIAGX	I	0.74%
MAAGX	A	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	$2.21645	Dec 24, 2025
Dec 26, 2024	$1.26207	Dec 27, 2024
Dec 27, 2023	$0.70602	Dec 28, 2023
Dec 28, 2022	$0.87328	Dec 29, 2022
Dec 28, 2021	$1.86671	Dec 29, 2021
Dec 29, 2020	$0.84992	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 16, 2026

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