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Mfs Growth Allocation Fund Cl R2: (MF: MGALX)

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

$24.31 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 4.21 38
3 months 4.53 46
6 months 6.68 72
1 Year 14.64 60
3 Year 13.06 53
5 Year 7.32 47
10 Year 9.91 32

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.75
Bull Market (2/09 - 3/21) 488.91

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.01
5 Year 6.57
10 Year 8.97
Since Inception 7.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.00 7.87 3.57 1.15
2024 6.23 -0.04 6.29 -2.39
2023 4.18 3.82 -3.72 9.69
2022 -6.42 -12.51 -5.92 8.69
2021 2.67 6.70 0.27 5.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.2113.0110.1614.22-16.2815.4414.2025.92-6.1118.587.28
% Total Return Rel to Index 1.04-5.20-14.85-12.011.92-13.23-4.19-5.56-1.71-3.20-4.65
% Total Return Rel to Peer 0.24-1.480.251.07-3.313.943.518.720.385.121.01
% Perf Quintile vs Peer* 2.004.000.003.003.002.002.001.003.002.002.00
% Dividends 0.000.560.430.320.420.760.170.280.330.340.17
% Yield 0.002.091.722.261.932.760.681.221.731.590.93
Capital Gains ($) 0.001.400.950.450.481.020.640.710.810.590.30
Expense Ratio 0.000.590.600.590.600.600.600.600.600.600.60

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