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Mfs Growth Allocation Fund Class R1: (MF: MAGMX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:57 PM ET

$25.30 USD

+0.14 (0.56%)

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 5.94 67
3 months 1.77 76
6 months 6.22 68
1 Year 14.34 73
3 Year 12.92 60
5 Year 5.56 62
10 Year 8.66 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.07
Bull Market (2/09 - 3/21) 459.22

Load Adjusted Returns as of May 31, 2026

1 Year 10.99
5 Year 5.20
10 Year 8.13
Since Inception 6.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.42 NA NA NA
2025 -0.13 7.75 3.45 1.01
2024 6.04 -0.12 6.14 -2.50
2023 4.06 3.71 -3.90 9.63
2022 -6.50 -12.63 -6.00 8.51
2021 2.55 6.58 0.15 4.88

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.9412.459.5913.70-16.6814.8213.6025.31-6.5918.066.70
% Total Return Rel to Index -1.17-5.76-15.42-12.541.52-13.85-4.79-6.17-2.19-3.72-5.23
% Total Return Rel to Peer -0.56-2.05-0.320.54-3.713.322.918.12-0.094.600.42
% Perf Quintile vs Peer* 3.004.003.003.003.002.003.001.003.002.003.00
% Dividends 0.000.440.300.220.320.620.050.160.230.240.07
% Yield 0.001.681.751.821.482.280.220.701.191.120.42
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%