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MFS Aggressive Growth Allocation I (MIAGX) Fund Ranking and Research

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

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

 

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

Fund Manager Information

Fund Manager Tenure: 16.9 years
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 I Fund (MIAGX) ProfileMFS Aggressive Growth Allocation I Fund (MIAGX) Profile

Fund Profile and Description

MFS Aggressive Growth Allocation I Fund seeks a high level of total return consistent with an aggressive level of risk. MFS Aggressive Growth Allocation I 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 I Fund does not invest in bond funds.

 

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

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

  • MFS Aggressive Growth Allocation I Fund (MIAGX) management has been with MFS Aggressive Growth Allocation I Fund for 16.9 years
  • MFS Aggressive Growth Allocation I Fund (MIAGX) has good short-term performance (1-year return -1.23% vs -4.55% Allocation--85%+ Equity category median performance)
  • MFS Aggressive Growth Allocation I Fund (MIAGX) has good mid-term performance (3-year return 7.10% vs 6.15% Allocation--85%+ Equity category median performance)
  • MFS Aggressive Growth Allocation I Fund (MIAGX) has good Long-term performance (5-year return 7.28% vs 6.53% Allocation--85%+ Equity category median performance)
  • MFS Aggressive Growth Allocation I Fund (MIAGX) ratio of up-years vs down years is greater than 2
  • MFS Aggressive Growth Allocation I Fund (MIAGX) has a Morningstar rating of 4 and above
  • Asset base in MFS Aggressive Growth Allocation I Fund (MIAGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Aggressive Growth Allocation I Fund (MIAGX) 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 I management does not trade extensively for its return.
  • MFS Aggressive Growth Allocation I Fund (MIAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.74, lower than category average of 11.08
  • MFS Aggressive Growth Allocation I Fund (MIAGX) has a lower expense ratio than its Allocation--85%+ Equity average: 0.13% vs 0.80%
  • MFS Aggressive Growth Allocation I Fund (MIAGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

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

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

 

What do you think?

 

Compare MFS Aggressive Growth Allocation I Fund (MIAGX)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 I3.83-1.237.107.28
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 I Fund (MIAGX)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 I Fund (MIAGX) Net Asset TrackingMFS Aggressive Growth Allocation I (MIAGX) Fund Net Asset

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

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

  

Graph of MFS Aggressive Growth Allocation I Fund (MIAGX) Portfolio TrackingMFS Aggressive Growth Allocation I (MIAGX) Fund Portfolio Allocation

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

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 I Fund (MIAGX)

 

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

Discover what MFS Aggressive Growth Allocation I Fund (MIAGX) 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 I Fund (MIAGX)

  

Latest News on MFS Aggressive Growth Allocation I (MIAGX) Fund

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

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