MFS Growth Allocation Fund - Class I (MGWIX)
The MFS Growth Allocation Fund - Class I (MGWIX) is a mutual fund that focuses on investing in a diverse range of growth-oriented assets, including stocks, bonds, and other securities. This fund is managed by MFS Investment Management, a leading global investment firm, and is designed for investors seeking long-term capital appreciation. With a focus on growth, this fund may be suitable for investors with a higher risk tolerance and a longer investment horizon. The Class I designation indicates that this fund is intended for institutional investors and may have lower fees and expenses compared to other share classes. Overall, the MFS Growth Allocation Fund - Class I offers a well-rounded approach to growth investing and may be a suitable addition to a diversified investment portfolio.
MGWIX Mutual Fund Chart & Stats
- Previous Close
- $26.98
- Sub-Category
- Asset Allocation
- Total Liabilities
- $1.93M
- Expense Ratio
- 0.69%
- Holding Count
- 22
- Brand
- Mfs Series Trust X
- Category
- Balanced
- Total Assets
- 6.75B
- Shares Outstanding
- N/A
- 52-Week Range
- $24.78 - $28.35
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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