MCGWX Mutual Fund
MCGWX Mutual Fund
MCGWX Mutual Fund
MFS Growth Allocation Fund Class C
MCGWX Mutual Fund Overview
MCGWX Mutual Fund (MFS Growth Allocation Fund Class C) is managed by MFS Investment Management with $295.1M in net assets. MCGWX expense ratio is 1.69%, holding 26 positions across various sectors. Inception date: 2002-06-28.
MCGWX performance shows a YTD return of 8.06%. The 1-year return is 10.97% and the 5-year return is 4.72%. MCGWX dividend yield stands at 6.84%, paid annually.
MCGWX top holdings include Mfs Value Fund (10.2%), Mfs Research Fund (9.3%), Mfs Mid Cap Value Fund (9.1%), Mfs Growth Fund Class R6 (9.1%), Mfs Mid Cap Growth Fund Class R6 (8.8%). Go to all MCGWX holdings, MCGWX sectors, or MCGWX dividends.
MCGWX can be compared against other funds. Use MCGWX overlap to find shared positions, or MCGWX vs another fund for a side-by-side view. MCGWX alternatives are available via the screener, along with tax-loss harvesting opportunities.