MFS Growth Allocation Fund - Class A (MAGWX) Research
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).
Market snapshot
- Symbol
- MAGWX
- Price
- $26.95
- Day change
- +0.60%
- Market cap
- $6.8B
- 52-week range
- 24.42-27.4
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Baillie Gifford Emerging Markets Equities Fund Class K (BGKEX)
- BlackRock Technology Opportunities Fund Institutional Shares (BGSIX)
- The Gabelli Equity Trust Inc. (GAB)
- The Hartford Growth Opportunities Fund Class R4 (HGOSX)
- MFS Moderate Allocation Fund Class C (MMACX)
- Invesco Discovery Large Cap R (OTCNX)
- American Funds Global Growth Portfolio Class F-1 (PGGFX)
- Nuveen Lifecycle Index 2025 Fund R6 (TLQIX)
Open MFS Growth Allocation Fund - Class A (MAGWX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.