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Mfs Aggressive Growth Allocation Fund - Class A: (MF: MAAGX)
(NASDAQ Mutual Funds) As of Sep 22, 2025 08:00 PM ET
$33.70 USD
+0.05 (0.15%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.75 | 29 |
| 3 months | 6.31 | 43 |
| 6 months | 8.43 | 37 |
| 1 Year | 10.53 | 42 |
| 3 Year | 13.20 | 33 |
| 5 Year | 9.62 | 28 |
| 10 Year | 10.21 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 123.21 |
| Bear Market (10/07 - 2/09) | -51.63 |
| Bull Market (2/09 - 3/21) | 622.31 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 7.11 |
| 5 Year | 9.98 |
| 10 Year | 8.83 |
| Since Inception | 8.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.06 | 9.03 | NA | NA |
| 2024 | 7.50 | 0.06 | 6.87 | -2.73 |
| 2023 | 4.67 | 4.58 | -4.01 | 10.36 |
| 2022 | -6.79 | -13.53 | -6.63 | 10.21 |
| 2021 | 3.85 | 7.66 | 0.22 | 6.09 |
| 2020 | -20.56 | 18.97 | 8.12 | 13.00 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.75 | 11.82 | 15.97 | -17.07 | 18.88 | 15.47 | 29.67 | -7.00 | 22.90 | 7.22 | -0.14 |
| % Total Return Rel to Index | 0.96 | -13.19 | -10.27 | 1.12 | -9.79 | -2.92 | -1.81 | -2.61 | 1.11 | -4.71 | -1.53 |
| % Total Return Rel to Peer | 2.28 | 1.90 | 2.81 | -4.11 | 7.37 | 4.79 | 12.47 | -0.50 | 9.44 | 0.95 | 2.21 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.42 | 0.27 | 0.44 | 0.94 | 0.14 | 0.29 | 0.34 | 0.31 | 0.19 | 0.30 |
| % Yield | 0.00 | 1.30 | 1.38 | 1.65 | 2.74 | 0.47 | 1.05 | 1.53 | 1.27 | 0.92 | 1.48 |
| Capital Gains ($) | 0.00 | 1.07 | 0.63 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 | 0.68 |
| Expense Ratio | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 |
* 1 = Top 20%, 5 = Bottom 20%