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

(NASDAQ Mutual Funds) As of Sep 26, 2023 08:00 PM ET

$25.07 USD

-0.33 (-1.30%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2023

Total Return %* Percentile Rank Objective
YTD 9.60 36
3 months 5.98 14
6 months 6.50 34
1 Year 9.37 33
3 Year 5.56 30
5 Year 6.35 19
10 Year 7.95 13

* 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) 446.28

Load Adjusted Returns as of Aug 31, 2023

1 Year 10.70
5 Year 7.07
10 Year 8.16
Since Inception 7.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2023 4.48 4.41 NA NA
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
2019 13.91 4.77 0.42 7.36
2018 0.08 2.39 3.84 -13.25

Annual Return

20232022202120202019201820172016201520142013
% Total Return 9.60-17.7217.9814.6528.68-7.6821.936.42-0.842.8625.13
% Total Return Rel to Index -9.100.48-10.69-3.75-2.80-3.290.13-5.51-2.23-10.78-7.24
% Total Return Rel to Peer 1.83-4.756.473.9611.48-1.188.470.141.50-1.2111.36
% Perf Quintile vs Peer* 2.004.001.002.001.004.001.003.002.004.001.00
% Dividends 0.000.240.700.000.110.140.140.040.150.110.06
% Yield 0.860.942.110.000.410.670.590.240.780.550.34
Capital Gains ($) 0.000.631.160.850.880.840.620.370.680.000.00
Expense Ratio 1.131.131.131.131.131.131.131.131.131.121.12

* 1 = Top 20%, 5 = Bottom 20%