Back to top
Mfs Aggressive Growth Allocation Fund - Class C: (MF: MCAGX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 05:52 PM ET
$32.66 USD
+0.11 (0.34%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.70 | 46 |
| 3 months | 3.85 | 73 |
| 6 months | 13.02 | 43 |
| 1 Year | 9.45 | 56 |
| 3 Year | 16.56 | 37 |
| 5 Year | 9.54 | 39 |
| 10 Year | 9.89 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.19 |
| Bear Market (10/07 - 2/09) | -52.07 |
| Bull Market (2/09 - 3/21) | 547.43 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 8.36 |
| 5 Year | 9.54 |
| 10 Year | 9.89 |
| Since Inception | 7.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.27 | 8.83 | 3.85 | NA |
| 2024 | 7.29 | -0.13 | 6.67 | -2.89 |
| 2023 | 4.48 | 4.41 | -4.22 | 10.19 |
| 2022 | -6.99 | -13.68 | -6.77 | 9.94 |
| 2021 | 3.66 | 7.42 | 0.06 | 5.87 |
| 2020 | -20.70 | 18.75 | 7.91 | 12.81 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.70 | 10.99 | 15.14 | -17.72 | 17.98 | 14.65 | 28.68 | -7.68 | 21.93 | 6.42 | -0.84 |
| % Total Return Rel to Index | -2.12 | -14.03 | -11.10 | 0.48 | -10.69 | -3.75 | -2.80 | -3.29 | 0.13 | -5.51 | -2.23 |
| % Total Return Rel to Peer | 0.84 | 1.07 | 1.98 | -4.75 | 6.47 | 3.96 | 11.48 | -1.18 | 8.47 | 0.14 | 1.50 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.19 | 0.07 | 0.24 | 0.70 | 0.00 | 0.11 | 0.14 | 0.14 | 0.04 | 0.15 |
| % Yield | 0.00 | 0.61 | 0.65 | 0.94 | 2.11 | 0.00 | 0.41 | 0.67 | 0.59 | 0.24 | 0.78 |
| Capital Gains ($) | 0.00 | 1.07 | 0.63 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 | 0.68 |
| Expense Ratio | 1.13 | 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%