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Mfs Growth Allocation Fund - Class B: (MF: MBGWX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:55 PM ET

$26.63 USD

+0.03 (0.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.55 53
3 months 2.06 62
6 months 5.51 55
1 Year 17.46 61
3 Year 11.66 58
5 Year 5.53 59
10 Year 8.62 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 98.46
Bear Market (10/07 - 2/09) -45.08
Bull Market (2/09 - 3/21) 452.09

Load Adjusted Returns as of Apr 30, 2026

1 Year 6.55
5 Year 5.20
10 Year 8.13
Since Inception 6.99

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.41 NA NA NA
2025 -0.12 7.74 3.42 1.03
2024 6.09 -0.16 6.12 -2.48
2023 4.07 3.68 -3.86 9.58
2022 -6.51 -12.60 -6.03 8.53
2021 2.58 6.53 0.15 4.92

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.5512.449.6113.68-16.6714.8413.6025.25-6.5418.016.72
% Total Return Rel to Index 2.92-5.77-15.40-12.561.52-13.83-4.79-6.24-2.15-3.77-5.21
% Total Return Rel to Peer -0.87-2.06-0.300.52-3.713.342.928.05-0.044.550.44
% Perf Quintile vs Peer* 4.004.003.003.003.002.003.001.003.002.003.00
% Dividends 0.000.310.230.150.260.580.020.150.210.230.07
% Yield 1.141.120.891.231.162.030.070.631.091.070.39
Capital Gains ($) 0.001.400.950.450.481.020.640.710.810.590.30
Expense Ratio 0.001.091.101.091.101.101.101.101.101.101.10

* 1 = Top 20%, 5 = Bottom 20%