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

(NASDAQ Mutual Funds) As of Sep 29, 2023 08:00 PM ET

$25.14 USD

-0.07 (-0.28%)

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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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
MF Research Report

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 I MIAGX 27.58 6/28/2002 1.68 10.49 6.63 7.42
MFS Aggressive Gr Alloc C MCAGX 25.14 6/28/2002 0.86 9.37 5.56 6.35
MFS Aggressive Gr Alloc B MBAGX 26.48 6/28/2002 0.70 9.40 5.56 6.35
MFS Aggressive Gr Alloc A MAAGX 26.98 6/28/2002 1.50 10.20 6.35 7.14
MFS Aggressive Gr Alloc R2 MAWAX 26.28 10/31/2003 1.30 9.93 6.09 6.88
MFS Aggressive Gr Alloc R3 MAAHX 26.74 4/1/2005 1.48 10.20 6.35 7.15
MFS Aggressive Gr Alloc R1 MAAFX 25.57 4/1/2005 0.94 9.38 5.56 6.35
MFS Aggressive Gr Alloc R4 MAALX 27.13 4/1/2005 1.75 10.46 6.62 7.41

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