MFS Aggressive Growth Allocation Fund

Frequently Asked Questions About MAAGX

What does MAAGX invest in?

To achieve broad portfolio diversification across multiple asset categories, this fund strategically allocates its investments into a collection of other mutual funds, all overseen by the same investment adviser and termed "underlying funds." Specifically, within the equity portion of its holdings, the manager implements diversification strategies across several dimensions: geographical reach (incorporating both domestic and international funds), company size (encompassing large, mid, and small-capitalization funds), and investment philosophy (featuring both growth and value-oriented funds).

What is the expense ratio of MAAGX?

MFS Aggressive Growth Allocation Fund (MAAGX) charges an expense ratio of 1.00%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MAAGX?

MFS Aggressive Growth Allocation Fund (MAAGX) manages $3.01B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is MAAGX actively managed or an index fund?

MAAGX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (MAAGX's is 1.00%) in exchange for the discretion to over- or under-weight positions.

When was MAAGX launched?

MFS Aggressive Growth Allocation Fund (MAAGX) launched in July 2002 and is managed by MFS.

How has MAAGX performed?

MAAGX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.