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Mfs Aggressive Growth Allocation Fund Cl R2: (MF: MAWAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:48 PM ET

$30.62 USD

-0.01 (-0.03%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.13 20
3 months 5.54 30
6 months 7.93 56
1 Year 16.92 48
3 Year 14.71 40
5 Year 8.58 34
10 Year 11.34 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.72
Bull Market (2/09 - 3/21) 633.37

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.56
5 Year 7.71
10 Year 10.14
Since Inception 8.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.13 8.97 3.97 1.25
2024 7.43 0.00 6.82 -2.77
2023 4.58 4.54 -4.08 10.28
2022 -6.85 -13.59 -6.64 10.10
2021 3.79 7.55 0.19 5.99

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.1314.5611.5715.66-17.2818.5515.2329.30-7.2522.626.91
% Total Return Rel to Index 1.63-3.65-13.44-10.580.92-10.12-3.16-2.18-2.850.82-5.02
% Total Return Rel to Peer 0.830.051.652.50-4.317.054.5512.10-0.759.160.64
% Perf Quintile vs Peer* 1.003.000.003.004.001.002.001.004.001.003.00
% Dividends 0.000.490.340.200.370.850.070.220.280.250.14
% Yield 0.001.441.091.621.432.590.230.841.291.060.70
Capital Gains ($) 0.001.861.070.630.631.160.850.880.840.620.37
Expense Ratio 0.000.620.630.630.630.630.630.630.630.630.63

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