MBGWX
MFS Growth Allocation Fund - Class B
$26.65
MFS Growth Allocation Fund - Class B (MBGWX)
The MFS Growth Allocation Fund - Class B (MBGWX) is a mutual fund that focuses on long-term growth by investing in a mix of stocks, bonds, and other securities. This fund is managed by MFS Investment Management and is designed for investors seeking a balanced approach to growth and income. The Class B shares of this fund typically have a lower initial investment requirement and may have higher fees compared to other share classes. Overall, the MBGWX fund offers a diversified portfolio with the potential for capital appreciation and income.
MBGWX Mutual Fund Chart & Stats
$26.65
- Previous Close
- $26.65
- Sub-Category
- Asset Allocation
- Total Liabilities
- $1.93M
- Expense Ratio
- 1.69%
- Holding Count
- 22
- Brand
- Mfs Series Trust X
- Category
- Balanced
- Total Assets
- 6.75B
- Shares Outstanding
- N/A
- 52-Week Range
- $24.62 - $28.06
Top 10 Holdings
| Name | Weight % |
|---|---|
| MEIKXMFS Value Fund Class R6 | 9.99% |
| MFRKXMFS Research Fund Class R6 | 9.29% |
| MFEKXMFS Growth Fund Class R6 | 9.26% |
| MVCKXMFS Mid Cap Value Fund Class R6 | 9.03% |
| OTCKXMFS Mid Cap Growth Fund Class R6 | 8.81% |
| MRSKXMFS Research International Fund Class R6 | 7.27% |
| MIAKXMFS Inflation-Adjusted Bond Fund - Class R6 | 4.95% |
| MCSRXMFS Commodity Strategy Fund Class R6 | 4.29% |
| MHIKXMFS High Income Fund Class R6 | 3.99% |
| MGLRXMFS Global Real Estate Fund Class R6 | 3.94% |
| Total | 70.83% |
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