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Mfs Aggressive Growth Allocation Fund - Class B: (MF: MBAGX)
(NASDAQ Mutual Funds) As of Jan 23, 2026 06:02 PM ET
$32.48 USD
+0.04 (0.12%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.00 | 55 |
| 3 months | 1.13 | 92 |
| 6 months | 5.03 | 83 |
| 1 Year | 14.01 | 55 |
| 3 Year | 13.36 | 47 |
| 5 Year | 7.18 | 44 |
| 10 Year | 9.59 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.63 |
| Bear Market (10/07 - 2/09) | -52.08 |
| Bull Market (2/09 - 3/21) | 554.86 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 9.44 |
| 5 Year | 7.17 |
| 10 Year | 9.59 |
| Since Inception | 7.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.23 | 8.80 | 3.85 | 1.13 |
| 2024 | 7.30 | -0.13 | 6.68 | -2.90 |
| 2023 | 4.49 | 4.38 | -4.19 | 10.16 |
| 2022 | -6.99 | -13.66 | -6.80 | 9.96 |
| 2021 | 3.65 | 7.44 | 0.03 | 5.88 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.00 | 10.99 | 15.11 | -17.70 | 17.96 | 14.68 | 28.66 | -7.68 | 21.95 | 6.41 |
| % Total Return Rel to Index | -4.21 | -14.03 | -11.13 | 0.49 | -10.71 | -3.71 | -2.82 | -3.29 | 0.15 | -5.52 |
| % Total Return Rel to Peer | -0.49 | 1.07 | 1.95 | -4.73 | 6.45 | 3.99 | 11.46 | -1.19 | 8.49 | 0.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 |
| % Dividends | 0.22 | 0.11 | 0.02 | 0.20 | 0.66 | 0.00 | 0.08 | 0.14 | 0.14 | 0.03 |
| % Yield | 0.63 | 0.34 | 0.36 | 0.76 | 1.95 | 0.00 | 0.32 | 0.67 | 0.56 | 0.18 |
| Capital Gains ($) | 1.86 | 1.07 | 0.63 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 |
| Expense Ratio | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%