MCGWX:NASDAQ
MFS Growth Allocation Fund Class C – MCGWX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 24.77 | -0.05 (-0.20%) | 21.55 - 25.86 | -- |
Market data as of 12:00AM 06/20/25. Quotes are delayed by at least 15 min.
Overview - MCGWX
The investment seeks a high level of total return consistent with a greater than moderate level of risk relative to the other MFS Asset Allocation Funds.
The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).
Growth of $10,000 (10 Years)
| Total Return | 6.97% |
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| Yield (Trailing 12 Mo.) | 1.18% |
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| Expense Ratio | 1.72% |
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| Front Load | None |
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| Deferred Load | 1.00% |
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| Minimum Investment | $1,000 |
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| Management Tenure | 7 Years |
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| Fund Inception | 06/28/2002 |
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Trailing Total Returns - MCGWX
as of 05/31/2025
| Timeframe | MCGWX | S&P 500 | Global Moderately Aggressive Allocation |
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| 1 Month | 4.11% | 6.29% | 4.20% |
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| 3 Month | 1.53% | -0.37% | 1.74% |
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| Year-to-Date | 4.20% | 1.06% | 5.15% |
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| 1 Year | 8.16% | 13.52% | 9.83% |
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| 3 Year | 7.02% | 14.41% | 8.01% |
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| 5 Year | 8.49% | 15.94% | 10.14% |
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| 10 Year | 7.02% | 12.86% | 6.87% |
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| Since Inception | 6.97% | 11.06% | -- |
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Sector Allocation - MCGWX
as of 05/31/2025
| Basic Materials | | 4.55% |
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| Consumer Cyclical | | 7.86% |
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| Financial Services | | 19.02% |
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| Real Estate | | 8.07% |
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| Consumer Defensive | | 5.74% |
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| Healthcare | | 10.64% |
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| Utilities | | 3.73% |
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| Communication Services | | 6.01% |
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| Energy | | 4.00% |
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| Industrials | | 12.97% |
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| Technology | | 17.41% |
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Asset Allocation - MCGWX
as of 05/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 51.97 | 51.97 |
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| Bond | 0.73 | | | 15.01 | 14.28 |
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| Other | 0.80 | | | 4.02 | 3.22 |
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| Foreign Stock | 0.00 | | | 22.58 | 22.58 |
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| Foreign Bond | 0.32 | | | 7.76 | 7.44 |
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| Total | 1.85 | | | 101.34 | 99.49 |
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| Cash | 8.41 | | | 8.84 | 0.43 |
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| Total Net Assets | $6.47B |
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| Total Stock Holdings | 0 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - MCGWX
as of 05/31/2025
Valuation & Growth - MCGWX
as of 05/31/2025
| Valuation | MCGWX | Category Range |
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| Price/Earnings | 20.57 | |
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| Price/Book | 2.68 | |
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| Price/Sales | 2.07 | |
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| Price/Cash Flow | 13.46 | |
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| Dividend Yield | 2.26 | |
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| LT Earnings | 9.1 | |
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| Historical Earnings | 10.11 | |
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| Sales Growth | 6.51 | |
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| Cash-Flow Growth | 8.2 | |
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| Book-Value Growth | 6.52 | |
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