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How is MFS Aggressive Growth Allocation A Fund (MAAGX) Performing?

MFS Aggressive Growth Allocation A ( MAAGX ) a Zacks Ranked #1 (Strong Buy) was incepted in June 2002 and is managed by Massachusetts Financial Services Company. MAAGX seeks long-term growth of capital. MAAGX invests about 80% of its assets in U.S. Stocks and 20% in International Stocks. MAAGX 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.

This Allocation Balanced fund, as of the last filing, allocates their fund in six major groups; Large Value, Foreign Stock, Large Growth, Intermediate Bond, Emerging Market and Small Growth.

MFS Aggressive Growth Allocation A, managed by MFS , carries an expense ratio of 0.38. Moreover, MAAGX requires a minimal initial investment of $1,000.

MAAGX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 10.78% and 5 year 11.87%. To see how this fund performed compared in its category, please click here .

MAAGX's performance, as of the last filing, when compared to funds in its category was in the top 32% in 1 year, top 6% over the past 3 years, and in the 5% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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