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Mfs Aggressive Growth Allocation Fund - Class C: (MF: MCAGX)
(NASDAQ Mutual Funds) As of May 6, 2024 08:00 PM ET
$28.60 USD
+0.26 (0.92%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in June 2002 and is managed by Massachusetts Financial Services Company. The fund seeks long-term growth of capital. The fund invests about 80% of its assets in U.S. Stocks and 20% in International Stocks. The fund invests in a mix of underlying funds, which in turn may invest directly in U.S. equity securities, which are common stocks and related securities, such as preferred stock, convertible securities and depositary receipts of U.S. issuers and foreign equity securities, which are equity securities of foreign issuers, including issuers located in emerging markets. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| MFS Aggressive Gr Alloc C | MCAGX | NA | NA | 1.00 | 1.00 | 0.00 | 1.13 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| MFS Aggressive Gr Alloc B | MBAGX | 29.42 | 6/28/2002 | 0.00 | 18.21 | 4.98 | 9.21 |
| MFS Aggressive Gr Alloc A | MAAGX | 29.85 | 6/28/2002 | 0.00 | 19.10 | 5.78 | 10.03 |
| MFS Aggressive Gr Alloc R2 | MAWAX | 29.08 | 10/31/2003 | 0.00 | 18.81 | 5.50 | 9.75 |
| MFS Aggressive Gr Alloc I | MIAGX | 30.51 | 6/28/2002 | 0.00 | 19.43 | 6.04 | 10.30 |
| MFS Aggressive Gr Alloc C | MCAGX | 28.60 | 6/28/2002 | 0.00 | 18.24 | 4.98 | 9.21 |
| MFS Aggressive Gr Alloc R3 | MAAHX | 29.58 | 4/1/2005 | 0.00 | 19.10 | 5.78 | 10.02 |
| MFS Aggressive Gr Alloc R1 | MAAFX | 28.31 | 4/1/2005 | 0.00 | 18.24 | 4.99 | 9.21 |
| MFS Aggressive Gr Alloc R4 | MAALX | 29.99 | 4/1/2005 | 0.00 | 19.41 | 6.03 | 10.30 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| MFS Aggressive Gr Alloc C | MCAGX | 1000 | 50 | 250 | A |
Contact Information
| Family | MFS |
| Address | 500 Boylston St Boston, MA 02116 |
| Phone | 800 225-2606 |