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MFS Growth Allocation I (MGWIX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Growth Allocation I (MGWIX) Fund

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

 

Graph of MFS Growth Allocation I Fund (MGWIX) ManagerFund Manager - Joseph C. Flaherty, Jr.

Fund Manager Information

Fund Manager Tenure: 17.5 years
Fund Family: MFS
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of MFS Growth Allocation I Fund (MGWIX) ProfileMFS Growth Allocation I Fund (MGWIX) Profile

Fund Profile and Description

MFS Growth Allocation I Fund seeks a high level of total return consistent with a greater than moderate level of risk. MFS Growth Allocation I Fund seeks to 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 52% of assets in U.S. stock funds, 20% in international stock funds, 20% in bond funds, and 8% in specialty funds.

 

MFS Growth Allocation I (MGWIX) Fund Strength What we like about MFS Growth Allocation I (MGWIX) Fund

Data for MFS Growth Allocation I Fund (MGWIX) as of May 30, 2016

  • MFS Growth Allocation I Fund (MGWIX) management has been with MFS Growth Allocation I Fund for 17.5 years
  • MFS Growth Allocation I Fund (MGWIX) has good short-term performance (1-year return -0.93% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • MFS Growth Allocation I Fund (MGWIX) has good mid-term performance (3-year return 6.03% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • MFS Growth Allocation I Fund (MGWIX) has good Long-term performance (5-year return 6.60% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • MFS Growth Allocation I Fund (MGWIX) ratio of up-years vs down years is greater than 2
  • MFS Growth Allocation I Fund (MGWIX) has a Morningstar rating of 4 and above
  • Asset base in MFS Growth Allocation I Fund (MGWIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Growth Allocation I Fund (MGWIX) has an annual stock turnover rate of 6.00% vs Allocation--70% to 85% Equity average of 57.05%. It is good that MFS Growth Allocation I management does not trade extensively for its return.
  • MFS Growth Allocation I Fund (MGWIX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.12, lower than category average of 9.46
  • MFS Growth Allocation I Fund (MGWIX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.10% vs 0.89%
  • MFS Growth Allocation I Fund (MGWIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

MFS Growth Allocation I Fund (MGWIX) Weakness What we are cautious about MFS Growth Allocation I (MGWIX) Fund

Data for MFS Growth Allocation I Fund (MGWIX) as of May 30, 2016

See MFS Growth Allocation I Fund (MGWIX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Growth Allocation I Fund (MGWIX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Growth Allocation I4.07-0.936.036.60
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare MFS Growth Allocation I Fund (MGWIX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of MFS Growth Allocation I Fund (MGWIX) Net Asset TrackingMFS Growth Allocation I (MGWIX) Fund Net Asset

Track net asset change of MFS Growth Allocation I fund (MGWIX)

DateNet Asset
05/2016$5.25B
03/2016$5.14B
02/2016$4.85B
More historic net asset information on MFS Growth Allocation I Fund (MGWIX)

  

Graph of MFS Growth Allocation I Fund (MGWIX) Portfolio TrackingMFS Growth Allocation I (MGWIX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Growth Allocation I fund (MGWIX)

DateCashStockBondOther
04/20165.73%68.66%20.4%4.63%
02/20165.85%68.37%20.62%4.59%
01/20166.22%68.46%20.17%4.59%
Click here to see more historic asset allocation information on MFS Growth Allocation I Fund (MGWIX)

 

graph of MFS Growth Allocation I Fund (MGWIX) Top 10 Position TrackingTop 10 Holdings in MFS Growth Allocation I (MGWIX) Fund

Discover what MFS Growth Allocation I Fund (MGWIX) manager is buying

Apr 29, 2016
MFS Value R5 [11.09%]
MFS Growth R5 [10.77%]
MFS Mid Cap Value R5 [9.1%]
MFS Mid Cap Growth R5 [8.91%]
MFS Research R5 [7.96%]
MFS Research International R5 [6.92%]
MFS High Income R5 [5.05%]
MFS International Growth R5 [4.99%]
MFS International Value R5 [4.96%]
MFS Inflation-Adjusted Bond R5 [4.95%]

Feb 28, 2016
MFS Value R5 [11.09%]
MFS Growth R5 [10.92%]
MFS Mid Cap Value R5 [9.02%]
MFS Mid Cap Growth R5 [8.91%]
MFS Research R5 [7.99%]
MFS Research International R5 [6.7%]
MFS Inflation-Adjusted Bond R5 [5.15%]
MFS High Income R5 [5.07%]
MFS International Value R5 [5.03%]
MFS International Growth R5 [4.97%]

Jan 30, 2016
MFS Value R5 [11.03%]
MFS Growth R5 [11.01%]
MFS Mid Cap Growth R5 [8.91%]
MFS Mid Cap Value R5 [8.88%]
MFS Research R5 [8.01%]
MFS Research International R5 [6.8%]
MFS Inflation-Adjusted Bond R5 [5.13%]
MFS International Value R5 [5.07%]
MFS High Income R5 [5.03%]
MFS International Growth R5 [5%]
Click here for Stock Holding Change Map in MFS Growth Allocation I Fund (MGWIX)

  

Latest News on MFS Growth Allocation I (MGWIX) Fund

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MFS Growth Allocation I Fund (MGWIX) Related ResourcesSee more information on MFS Growth Allocation I (MGWIX) Fund

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