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Mfs Growth Allocation Fund - Class A: (MF: MAGWX)

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

$26.83 USD

+0.15 (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 6.26 64
3 months 1.93 74
6 months 6.60 64
1 Year 15.21 69
3 Year 13.77 54
5 Year 6.36 52
10 Year 9.48 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 105.09
Bear Market (10/07 - 2/09) -44.58
Bull Market (2/09 - 3/21) 536.60

Load Adjusted Returns as of May 31, 2026

1 Year 5.76
5 Year 4.82
10 Year 8.34
Since Inception 7.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.22 NA NA NA
2025 0.08 7.93 3.65 1.21
2024 6.23 0.04 6.35 -2.34
2023 4.31 3.85 -3.71 9.85
2022 -6.37 -12.42 -5.85 8.71
2021 2.73 6.78 0.34 5.10

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.2613.3310.3814.59-16.0815.7014.4726.27-5.8818.897.58
% Total Return Rel to Index -0.94-4.88-14.63-11.652.12-12.98-3.93-5.21-1.49-2.89-4.35
% Total Return Rel to Peer -0.33-1.170.471.43-3.114.193.789.070.605.431.30
% Perf Quintile vs Peer* 3.004.003.003.003.002.002.001.003.002.002.00
% Dividends 0.000.630.500.380.480.830.230.340.390.400.22
% Yield 0.002.272.372.462.132.910.891.421.961.791.14
Capital Gains ($) 0.001.400.950.450.481.020.640.710.810.590.30
Expense Ratio 0.000.340.350.340.350.350.350.350.350.350.35

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