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Mfs Aggressive Growth Allocation Fund - Class C: (MF: MCAGX)

(NASDAQ Mutual Funds) As of Nov 8, 2024 08:00 PM ET

$31.06 USD

0.00 (NA)

Zacks MF Rank

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Latest Performance as of Sep 30, 2024

Total Return %* Percentile Rank Objective
YTD 14.29 33
3 months 6.67 12
6 months 6.52 58
1 Year 25.95 31
3 Year 4.66 43
5 Year 9.48 29
10 Year 8.61 12

* Annual for three years and beyond.

Zacks Premium Research for MCAGX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
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Portfolio Statistics

% Unrealized Gain 45.00
% Yield 0.23
% SEC Yield NA
Net Assets (Mil $) 9/30/2024 244.96
% Turnover 9/30/2024 4.00

Risk

3 Year 5 Year 10 Year
Beta 0.89 0.90 0.89
Alpha -5.74 -4.51 -3.12
R Squared 0.93 0.94 0.94
Std. Dev. 16.11 16.74 14.00
Sharpe 0.14 0.51 2.00

Sector / Country Weightings

As of 9/30/2024 % of Portfolio
Finance 91.01
Other 8.99

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2024)
% of Portfolio Value (Mil$)
MFS VALUE FUND 12.04 336.28
MFS GROWTH FD 11.32 316.00
MFS RESEARCH FUND 10.26 286.48
MFS MID CAP VALUE FUND 10.08 281.50
MFS MID CAP GROWTH FUND 9.81 273.86
MFS RESEARCH INTL FUND 8.08 225.77
MFS INTL LARGE CAP VAL FD 5.06 141.40
MFS INTL INTRINSIC VALUE 5.05 140.93
MFS INTERNATIONAL GROWTH 5.02 140.24

Stock Holding % of Net Assets

As Of 5/31/2024
Total Issues 15
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 7.95
Large Value 16.82
Small Growth 13.44
Small Value 0.00
Foreign Stock 31.05
Emerging Market 7.91
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 1.58
High Yield Bond 16.91