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Mfs Aggressive Growth Allocation Fund - Class A: (MF: MAAGX)

(NASDAQ Mutual Funds) As of Jun 24, 2026 06:09 PM ET

$33.82 USD

+0.07 (0.21%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.67 50
3 months 2.37 66
6 months 8.13 51
1 Year 17.67 59
3 Year 15.63 42
5 Year 7.38 41
10 Year 10.83 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 123.21
Bear Market (10/07 - 2/09) -51.63
Bull Market (2/09 - 3/21) 699.44

Load Adjusted Returns as of May 31, 2026

1 Year 7.29
5 Year 5.70
10 Year 9.56
Since Inception 8.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.29 NA NA NA
2025 -0.06 9.03 4.05 1.32
2024 7.50 0.06 6.87 -2.73
2023 4.67 4.58 -4.01 10.36
2022 -6.79 -13.53 -6.63 10.21
2021 3.85 7.66 0.22 6.09

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.6714.8711.8215.97-17.0718.8815.4729.67-7.0022.907.22
% Total Return Rel to Index 0.14-3.34-13.19-10.271.12-9.79-2.92-1.81-2.611.11-4.71
% Total Return Rel to Peer 0.750.361.902.81-4.117.374.7912.47-0.509.440.95
% Perf Quintile vs Peer* 2.003.002.002.004.001.002.001.003.001.003.00
% Dividends 0.000.590.420.270.440.940.140.290.340.310.19
% Yield 0.001.681.781.891.652.740.471.051.531.270.92
Capital Gains ($) 0.001.861.070.630.631.160.850.880.840.620.37
Expense Ratio 0.000.370.380.380.380.380.380.380.380.380.38

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