Nasdaq - Delayed Quote USD
MFS Growth Allocation R2 (MGALX)
At close: November 15 at 8:00 PM EST
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Ausdal Financial Partners Inc
- Mid Atlantic Capital Corp
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Ameriprise SPS Advantage
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- DailyAccess Corporation Mid-Atlantic
- Securities America Inc.
- DailyAccess Corporation Matrix
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Thrivent – Retail Eligible
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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 equity fund allocations, the adviser seeks to diversify by geography (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).
Fund Overview
| Category | Allocation--70% to 85% Equity |
| Fund Family | MFS |
| Net Assets | 6.63B |
| YTD Return | 10.38% |
| Yield | 1.29% |
| Morningstar Rating | |
| Inception Date | Sep 30, 2021 |
Performance & Risk
| YTD Return | 12.74% |
| 5y Average Return | 8.14% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
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