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Mfs Aggressive Growth Allocation Fund Class R4: (MF: MAALX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:52 PM ET

$34.65 USD

-0.11 (-0.32%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 8.52 40
3 months -0.08 25
6 months 9.89 38
1 Year 10.03 47
3 Year 15.65 39
5 Year 7.52 39
10 Year 10.73 14

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.44
Bull Market (2/09 - 3/21) 764.79

Load Adjusted Returns as of Sep 30, 2026

1 Year 10.03
5 Year 7.52
10 Year 10.73
Since Inception 8.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.25 9.99 -0.08 NA
2025 -0.03 9.12 4.08 1.39
2024 7.54 0.13 6.93 -2.64
2023 4.74 4.67 -3.95 10.43
2022 -6.76 -13.48 -6.56 10.25
2021 3.91 7.70 0.31 6.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.5115.1312.1116.29-16.9019.1915.7929.93-6.7723.257.43
% Total Return Rel to Index -4.22-3.08-12.91-9.941.30-9.48-2.60-1.55-2.381.45-4.50
% Total Return Rel to Peer 1.210.622.193.13-3.937.685.1012.74-0.279.791.15
% Perf Quintile vs Peer* 2.003.002.002.004.001.002.001.003.001.002.00
% Dividends 0.000.670.490.330.511.010.200.350.400.370.24
% Yield 1.791.931.562.181.933.010.671.291.831.521.20
Capital Gains ($) 0.001.861.070.630.631.160.850.880.840.620.37
Expense Ratio 0.120.130.130.130.130.130.130.130.130.130.13

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