MGALX Mutual Fund
MGALX Mutual Fund
MGALX Mutual Fund
MFS Growth Allocation Fund Class R2
MGALX Mutual Fund Overview
MGALX Mutual Fund (MFS Growth Allocation Fund Class R2) is managed by MFS Investment Management with $74.0M in net assets. MGALX expense ratio is 1.19%, holding 26 positions across various sectors. Inception date: 2003-10-31.
MGALX performance shows a YTD return of 5.54%. The 1-year return is 7.25% and the 5-year return is 5.25%. MGALX dividend yield stands at 2.18%.
MGALX 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 MGALX holdings, MGALX sectors, or MGALX dividends.
MGALX can be compared against other funds. Use MGALX overlap to find shared positions, or MGALX vs another fund for a side-by-side view. MGALX alternatives are available via the screener, along with tax-loss harvesting opportunities.