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MFS Growth Allocation Fund

EBGWX:US
NASDAQ GM
20.86
USD
0.09
0.43%
As of 1/19/2018
Fund Type
Fund of Funds
52Wk Range
17.60 - 20.86
1 Yr Return
19.85%
YTD Return
3.32%
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Previous Close
20.77
52Wk Range
17.60 - 20.86
1 Yr Return
20.18%
YTD Return
3.32%
Fund Type
Fund of Funds
Objective
Aggressive Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 01/19/2018)
20.86
Total Assets (b USD) (on 01/19/2018)
5.237
Inception Date
07/31/2002
Last Dividend (on 12/27/2017)
0.23859
Dividend Indicated Gross Yield
1.14%
Fund Managers
JOSEPH C FLAHERTY JR
Front Load Fee
0.00%
Back Load Fee
4.00%
Redemption Fee
4.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.00%
Expense Ratio
1.14%

Top Fund Holdings

Name Position Value % of Fund
13.61 m 564.36 m 11.06
5.75 m 561.31 m 11.00
19.02 m 464.30 m 9.10
24.92 m 461.56 m 9.04
9.02 m 411.41 m 8.06
18.73 m 357.85 m 7.01
5.80 m 255.16 m 5.00
7.49 m 254.68 m 4.99
72.99 m 251.80 m 4.93
24.13 m 249.28 m 4.88
Profile
MFS Growth Allocation Fund is an open-end fund incorporated in the USA. The Fund's objective is a high level of total return consistent with a greater than moderate level of risk relative to other MFS Asset allocation funds. The Fund invests in a broadly diversified, professionally managed portfolio of underlying MFS funds.
Address
MFS Funds
500 Boylston Street
Boston, MA 02116
Phone
1-617-954-5000