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Mfs Growth Allocation Fund - Class C: (MF: MCGWX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:51 PM ET

$24.54 USD

+0.01 (0.04%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.12 40
3 months 4.39 49
6 months 6.44 74
1 Year 14.10 63
3 Year 12.50 58
5 Year 6.78 53
10 Year 9.36 38

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 98.40
Bear Market (10/07 - 2/09) -45.10
Bull Market (2/09 - 3/21) 441.13

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.32
5 Year 6.03
10 Year 8.43
Since Inception 7.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.12 7.76 3.42 1.01
2024 6.09 -0.16 6.16 -2.51
2023 4.09 3.65 -3.84 9.56
2022 -6.53 -12.60 -6.03 8.52
2021 2.57 6.54 0.15 4.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.1212.459.6113.68-16.7014.8413.6325.26-6.5618.066.71
% Total Return Rel to Index 0.97-5.76-15.40-12.561.50-13.83-4.76-6.23-2.16-3.73-5.21
% Total Return Rel to Peer 0.18-2.05-0.290.52-3.733.342.958.06-0.064.600.44
% Perf Quintile vs Peer* 3.004.000.003.004.002.003.001.003.002.003.00
% Dividends 0.000.420.300.200.290.610.020.170.210.240.08
% Yield 0.001.551.161.691.322.170.100.761.111.100.43
Capital Gains ($) 0.001.400.950.450.481.020.640.710.810.590.30
Expense Ratio 0.001.091.101.091.101.101.101.101.101.101.10

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