About MGWIX
MFS Growth Allocation Fund Class I is a multi-asset mutual fund designed to provide investors with a high level of total return, balancing capital appreciation and income. Classified as a moderately aggressive allocation fund, it achieves diversification by investing in a mix of underlying MFS mutual funds that span multiple asset classes, including large-cap equities, mid-cap stocks, international markets, fixed income, real estate, commodities, and high-yield bonds. The fund employs a disciplined, risk-managed approach with systematic, rules-based rebalancing to maintain its intended risk profile and style consistency over time. Notable sector exposures within its equity allocation include information technology, financials, industrials, and health care, reflecting a bias toward growth-oriented industries. With net assets exceeding $6.7 billion and a long track record since its 2002 inception, the fund plays a significant role for institutional and individual investors seeking broad diversification and professional oversight in pursuit of growth, while managing overall portfolio risk relative to other asset allocation strategies. Its performance is benchmarked against the S&P 500 Index, underscoring its focus on participating in broad U.S. equity market trends while also including global and alternative asset classes.
Fund Family MFS
Category Mix Tgt All Gro
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MGWIX
Share Class I
Index S&P 500 TR
MGWIX had a total return of 9.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.34%.
