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MFS Aggressive Growth Allocation R4 (MAALX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Aggressive Growth Allocation R4 (MAALX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of MFS Aggressive Growth Allocation R4 Fund (MAALX) ManagerFund Manager - Joseph C. Flaherty, Jr.

Fund Manager Information

Fund Manager Tenure: 15.5 years
Similar Funds: MAAFX  MAAGX  MAAHX 
Fund Family: MFS
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

 

Graph of MFS Aggressive Growth Allocation R4 Fund (MAALX) ProfileMFS Aggressive Growth Allocation R4 Fund (MAALX) Profile

Fund Profile and Description

MFS Aggressive Growth Allocation R4 Fund seeks a high level of total return consistent with an aggressive level of risk. MFS Aggressive Growth Allocation R4 Fund seeks provide diversification among different asset classes by investing the majority of its assets in other MFS mutual funds, referred to as underlying funds. It invests 60% of assets in U.S. stock funds, 30% in international stock funds and 10% in specialty funds. MFS Aggressive Growth Allocation R4 Fund does not invest in bond funds.

 

MFS Aggressive Growth Allocation R4 (MAALX) Fund Strength What we like about MFS Aggressive Growth Allocation R4 (MAALX) Fund

Data for MFS Aggressive Growth Allocation R4 Fund (MAALX) as of May 30, 2016

  • MFS Aggressive Growth Allocation R4 Fund (MAALX) management has been with MFS Aggressive Growth Allocation R4 Fund for 15.5 years
  • MFS Aggressive Growth Allocation R4 Fund (MAALX) has good short-term performance (1-year return -1.24% vs -4.55% Allocation--85%+ Equity category median performance)
  • MFS Aggressive Growth Allocation R4 Fund (MAALX) has good mid-term performance (3-year return 7.09% vs 6.15% Allocation--85%+ Equity category median performance)
  • MFS Aggressive Growth Allocation R4 Fund (MAALX) has good Long-term performance (5-year return 7.29% vs 6.53% Allocation--85%+ Equity category median performance)
  • MFS Aggressive Growth Allocation R4 Fund (MAALX) ratio of up-years vs down years is greater than 2
  • MFS Aggressive Growth Allocation R4 Fund (MAALX) has a Morningstar rating of 4 and above
  • Asset base in MFS Aggressive Growth Allocation R4 Fund (MAALX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Aggressive Growth Allocation R4 Fund (MAALX) has an annual stock turnover rate of 6.00% vs Allocation--85%+ Equity average of 50.41%. It is good that MFS Aggressive Growth Allocation R4 management does not trade extensively for its return.
  • MFS Aggressive Growth Allocation R4 Fund (MAALX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.72, lower than category average of 11.08
  • MFS Aggressive Growth Allocation R4 Fund (MAALX) has a lower expense ratio than its Allocation--85%+ Equity average: 0.13% vs 0.80%
  • MFS Aggressive Growth Allocation R4 Fund (MAALX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

MFS Aggressive Growth Allocation R4 Fund (MAALX) Weakness What we are cautious about MFS Aggressive Growth Allocation R4 (MAALX) Fund

Data for MFS Aggressive Growth Allocation R4 Fund (MAALX) as of May 30, 2016

See MFS Aggressive Growth Allocation R4 Fund (MAALX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Aggressive Growth Allocation R4 Fund (MAALX)Compare with other top Allocation--85%+ Equity category mutual funds

Aadditional top Allocation--85%+ Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Aggressive Growth Allocation R43.77-1.247.097.29
Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)1.53-1.328.198.10Compare
ICON Equity Income S (IOEZX)7.95-0.887.908.49Compare
JPMorgan Investor Growth A (ONGAX)1.48-3.827.307.81Compare

See top fund managers for Allocation--85%+ Equity Category Funds

 

Compare MFS Aggressive Growth Allocation R4 Fund (MAALX)Compare with Allocation--85%+ Equity category ETFs

Some Allocation--85%+ Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Multi-Asset Income ETF (CVY)000

 

Graph of MFS Aggressive Growth Allocation R4 Fund (MAALX) Net Asset TrackingMFS Aggressive Growth Allocation R4 (MAALX) Fund Net Asset

Track net asset change of MFS Aggressive Growth Allocation R4 fund (MAALX)

DateNet Asset
05/2016$1.69B
03/2016$1.66B
02/2016$1.55B
More historic net asset information on MFS Aggressive Growth Allocation R4 Fund (MAALX)

  

Graph of MFS Aggressive Growth Allocation R4 Fund (MAALX) Portfolio TrackingMFS Aggressive Growth Allocation R4 (MAALX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Aggressive Growth Allocation R4 fund (MAALX)

DateCashStockBondOther
04/20164.73%86.75%2.83%5.56%
02/20164.82%86.63%2.84%5.58%
01/20165.12%86.4%2.8%5.55%
Click here to see more historic asset allocation information on MFS Aggressive Growth Allocation R4 Fund (MAALX)

 

graph of MFS Aggressive Growth Allocation R4 Fund (MAALX) Top 10 Position TrackingTop 10 Holdings in MFS Aggressive Growth Allocation R4 (MAALX) Fund

Discover what MFS Aggressive Growth Allocation R4 Fund (MAALX) manager is buying

Apr 29, 2016
MFS Value R5 [13.03%]
MFS Growth R5 [12.81%]
MFS Mid Cap Value R5 [10.03%]
MFS Mid Cap Growth R5 [9.94%]
MFS Research R5 [8.96%]
MFS International Growth R5 [7.98%]
MFS Research International R5 [7.98%]
MFS International Value R5 [7.92%]
MFS Commodity Strategy R5 [5.14%]
MFS Global Real Estate R5 [5%]

Feb 28, 2016
MFS Value R5 [13.03%]
MFS Growth R5 [12.95%]
MFS Mid Cap Value R5 [10.1%]
MFS Mid Cap Growth R5 [10.01%]
MFS Research R5 [8.98%]
MFS International Value R5 [7.97%]
MFS International Growth R5 [7.96%]
MFS Research International R5 [7.87%]
MFS Global Real Estate R5 [5.07%]
MFS Commodity Strategy R5 [5%]

Jan 30, 2016
MFS Value R5 [12.96%]
MFS Growth R5 [12.94%]
MFS Mid Cap Value R5 [9.96%]
MFS Mid Cap Growth R5 [9.94%]
MFS Research R5 [8.96%]
MFS International Value R5 [7.99%]
MFS International Growth R5 [7.98%]
MFS Research International R5 [7.95%]
MFS Commodity Strategy R5 [4.99%]
MFS Global Real Estate R5 [4.97%]
Click here for Stock Holding Change Map in MFS Aggressive Growth Allocation R4 Fund (MAALX)

  

Latest News on MFS Aggressive Growth Allocation R4 (MAALX) Fund

See what is happening with MFS Aggressive Growth Allocation R4 Fund (MAALX)

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MFS Aggressive Growth Allocation R4 Fund (MAALX) Related ResourcesSee more information on MFS Aggressive Growth Allocation R4 (MAALX) Fund

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