MFS Growth Allocation Fund - Class A

Frequently Asked Questions About MAGWX

What does MAGWX invest in?

The fund's primary goal is to achieve substantial overall returns, while maintaining a risk profile that is somewhat more aggressive compared to other MFS Asset Allocation offerings. It aims for broad diversification across various asset classes by allocating its capital into a selection of underlying mutual funds, all managed by the same advisor. Within its equity investments, the advisor strategically diversifies by geographical region (including both domestic and international funds), company size (encompassing large, mid, and small market capitalizations), and investment approach (utilizing both growth and value-oriented strategies).

What is the expense ratio of MAGWX?

MFS Growth Allocation Fund - Class A (MAGWX) charges an expense ratio of 0.94%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MAGWX?

MFS Growth Allocation Fund - Class A (MAGWX) manages $6.75B 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 MAGWX actively managed or an index fund?

MAGWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MAGWX launched?

MFS Growth Allocation Fund - Class A (MAGWX) launched in July 2002 and is managed by the fund issuer.

How has MAGWX performed?

MAGWX'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.