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MFS Aggressive Growth Allocation IMIAGX

Performance (before sales charge)

As of 10/31/2022

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 10/31/2022
Stock
59.70%
Non-U.S. Stock
33.18%
Bond
2.69%
Non-U.S. Bond
0.83%
Preferred
0.00%
Convertible
0.19%
Cash
-2.72%
Other
6.13%

Due to rounding, percentages may not equal 100%.

Sectors

As of 10/31/2022

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 10/31/2022

MFS Value R6
12.51%
MFS Growth R6
11.73%
MFS Research R6
11.18%
MFS Mid Cap Value R6
10.31%
MFS Mid Cap Growth R6
10.00%
MFS Research International R6
7.84%
MFS International Large Cap Value R6
5.01%
MFS International Growth R6
4.96%
MFS International Intrinsic Value R6
4.90%
MFS Commodity Strategy R6
4.86%
Fund assets

$2.26 Billion

Share class

Inst

Morningstar category

Allocation--85%+ Equity

Expense ratio

0.75%

Investment objective

Aggressive Growth

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