MFS® Aggressive Growth Allocation Fund

Scorecard
3 / 5 Stars
Lipper
5 4 4 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 303 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.39 percent over the past year, 10.64 percent over the past three years, 19.96 percent over the past five years, and 7.00 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.1%
1 Year 17.4%
3 Years (Annualized) 10.6%
5 Years (Annualized) 20.0%
10 Years (Annualized) 7.0%

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Summary

The investment seeks a high level of total return consistent with an aggressive level of risk. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

Fees

Fees are Average compared to funds in the same category.
MFS® Aggressive Growth Allocation Fund has an expense ratio of 0.42 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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