MFS Aggressive Growth Allocation Fund (MAAGX) Research

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).

Market snapshot

Symbol
MAAGX
Price
$34.27
Day change
+0.68%
Market cap
$3.1B
52-week range
30.48-34.44
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds College 2036 Fund (CCFAX)
  • MFS Conservative Allocation Fund (MACFX)
  • iShares Russell 2000 Small-Cap Index Fund (MASKX)
  • iShares Russell 2000 Small-Cap Index Fund (MDSKX)
  • Columbia Large Cap Index Fund (NINDX)
  • T. Rowe Price Total Equity Market Index Fund (POMIX)
  • John Hancock Balanced Fund (SVBAX)
  • T. Rowe Price Large-Cap Value Fund (TRLUX)

Open MFS Aggressive Growth Allocation Fund (MAAGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.