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

(NASDAQ Mutual Funds) As of Aug 5, 2026 05:53 PM ET

$26.00 USD

0.00 (NA)

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 6.70 61
3 months 8.24 54
6 months 6.70 61
1 Year 11.50 74
3 Year 11.48 61
5 Year 5.53 61
10 Year 8.69 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 Jun 30, 2026

1 Year 11.50
5 Year 5.52
10 Year 8.69
Since Inception 7.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.42 8.24 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 6.7012.459.5913.70-16.6814.8213.6025.31-6.5918.066.70
% Total Return Rel to Index -5.31-5.76-15.42-12.541.52-13.85-4.79-6.17-2.19-3.72-5.23
% Total Return Rel to Peer -1.86-2.05-0.320.54-3.713.322.918.12-0.094.600.42
% Perf Quintile vs Peer* 4.004.003.003.003.002.003.001.003.002.003.00
% Dividends 0.000.440.300.220.320.620.050.160.230.240.07
% Yield 0.001.681.211.821.482.280.220.701.191.120.42
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%