MFS Aggressive Growth Allocation Fund - Class A (MAAGX)

The MFS Aggressive Growth Allocation Fund - Class A (MAAGX) is a mutual fund managed by Massachusetts Financial Services Company, aiming for long-term capital growth. The fund allocates approximately 80% of its assets to U.S. stocks and 20% to international stocks, investing in a mix of underlying funds that may include U.S. equity securities, such as common stocks, preferred stocks, convertible securities, and depositary receipts of U.S. issuers, as well as foreign equity securities, including those from emerging markets. Dividends and capital gains are distributed annually.

The fund's investment strategy focuses on diversification across various asset classes, including equity, fixed income, and alternative investments. It targets multiple stages of company development, such as growth, late stage, and pre-IPO, and maintains a geographical focus on both the United States and international markets. The portfolio spans a wide range of industries, including technology, healthcare, financial services, consumer goods, energy, utilities, materials, real estate, telecommunications, consumer services, basic materials, industrials, consumer non-durables, transportation, and business services.

As of December 12, 2025, MAAGX has assets under management of approximately $3.00 billion, with an expense ratio of 1.01%. The fund's minimum initial investment is $1,000, and it offers a dividend yield of 4.13%, with the last ex-dividend date on December 26, 2024. The fund's performance has shown a 14.54% return year-to-date and a 9.80% return over the past year.