| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
4
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.83 percent over the past year, 10.36 percent over the past three years, 3.45 percent over the past five years, and 7.91 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.3% |
| 1 Year | 14.8% |
| 3 Years (Annualized) | 10.4% |
| 5 Years (Annualized) | 3.4% |
| 10 Years (Annualized) | 7.9% |
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 Above Average compared to funds in the same category.
MFS Aggressive Growth Allocation Fund has an expense ratio of 1.08 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
