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Mfs Growth Allocation Fund Class R4: (MF: MAGJX)

(NASDAQ Mutual Funds) As of Aug 4, 2026 05:52 PM ET

$27.61 USD

+0.48 (1.77%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.26 55
3 months 8.51 52
6 months 7.26 55
1 Year 12.62 67
3 Year 12.61 53
5 Year 6.60 48
10 Year 9.79 31

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.63
Bull Market (2/09 - 3/21) 564.67

Load Adjusted Returns as of Jun 30, 2026

1 Year 12.62
5 Year 6.59
10 Year 9.79
Since Inception 8.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.15 8.51 NA NA
2025 0.12 8.02 3.69 1.25
2024 6.33 0.08 6.43 -2.26
2023 4.36 3.95 -3.62 9.86
2022 -6.30 -12.39 -5.80 8.79
2021 2.82 6.82 0.41 5.18

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.2613.5610.7114.87-15.8816.0214.7326.55-5.6319.217.81
% Total Return Rel to Index -4.87-4.65-14.31-11.372.32-12.65-3.66-4.93-1.24-2.57-4.12
% Total Return Rel to Peer -1.42-0.940.791.71-2.914.524.059.350.855.751.53
% Perf Quintile vs Peer* 4.003.003.003.003.002.002.001.002.002.002.00
% Dividends 0.000.700.560.440.530.890.280.390.440.450.27
% Yield 0.002.552.182.772.433.201.111.682.272.071.42
Capital Gains ($) 0.001.400.950.450.481.020.640.710.810.590.30
Expense Ratio 0.000.090.100.090.100.100.100.100.100.100.10

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