MFS Aggressive Growth Allocation Fund Class I (MIAGX)

Fund Assets	2.54B
Expense Ratio	0.76%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	1.57
Dividend Yield	4.86%
Dividend Growth	61.46%
Payout Frequency	Annual
Ex-Dividend Date	Dec 26, 2024

Previous Close	32.31
YTD Return	6.09%
1-Year Return	9.97%
5-Year Return	67.70%
52-Week Low	27.23
52-Week High	33.39
Beta (5Y)	0.88
Holdings	16
Inception Date	Jun 28, 2002

About MIAGX

The Fund's investment strategy focuses on Growth with 0.13% total expense ratio. MFS Series Trust X: MFS Aggressive Growth Allocation Fund; Class I Shares seeks long-term growth of capital and current income. MIAGX invests in other MFS funds with the following target allocations: 60% in U.S. stock funds, 30% in international stock funds and 10% in specialty funds.

• Category: Mix Tgt All Agg Gr
• Stock Exchange: NASDAQ
• Ticker Symbol: MIAGX
• Share Class: I
• Index: S&P 500 TR

Performance

MIAGX had a total return of 9.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.71%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
AGGPX	R6	0.68%
MAALX	R4	0.76%
MAAGX	A	1.01%
MAAHX	R3	1.01%

Top 10 Holdings

81.74% of assets

Name	Symbol	Weight
MFS Value Fund Class R6	MEIKX	11.75%
MFS Growth Fund Class R6	MFEKX	11.37%
MFS Research Fund Class R6	MFRKX	10.21%
MFS Mid Cap Growth Fund Class R6	OTCKX	10.18%
MFS Mid Cap Value Fund Class R6	MVCKX	9.84%
MFS Research International Fund Class R6	MRSKX	8.11%
MFS International Large Cap Value R6	MKVHX	5.11%
MFS International Intrinsic Value Fund Class R6	MINJX	5.08%
MFS International Growth Fund Class R6	MGRDX	5.07%
MFS Global Real Estate Fund Class R6	MGLRX	5.02%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2024	$1.56684	Dec 27, 2024
Dec 27, 2023	$0.97042	Dec 28, 2023
Dec 28, 2022	$1.13736	Dec 29, 2022
Dec 28, 2021	$2.17722	Dec 29, 2021
Dec 29, 2020	$1.05404	Dec 30, 2020
Dec 26, 2019	$1.22833	Dec 26, 2019