MFS Aggressive Growth Allocation Fund
MAAGX
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- MFS Aggressive Growth Allocation Fund (MAAGX) is a mutual fund managed by MFS Investment Management that seeks a high level of total return consistent with an aggressive level of risk relative to other MFS Asset Allocation Funds. The fund invests primarily in a strategically allocated, broadly diversified portfolio of underlying MFS mutual funds, including equity, fixed income, commodity, and real estate strategies; key holdings as of November 30, 2025, encompass MFS Value Fund (12.03%), MFS Growth Fund (11.22%), MFS Research Fund (10.31%), MFS Mid Cap Value Fund (10.06%), and MFS Mid Cap Growth Fund (9.71%), with additional allocations to international, emerging markets, and sector-specific funds such as MFS Research International Fund, MFS Commodity Strategy Fund, and MFS Global Real Estate Fund. It employs a strategic risk-based approach with multi-level risk management, systematic rules-based rebalancing, and active management within underlying funds to diversify across asset classes, geographies (emphasizing U.S., Europe ex-U.K., emerging markets, Japan, and U.K.), market capitalizations, and styles (growth and value). Launched on June 28, 2002, with Class A shares incepted the same date, the fund is headquartered in Boston, Massachusetts, as part of MFS Investment Management, a firm founded in 1924 that operates globally with offices in locations including Sydney, London, Toronto, Hong Kong, Singapore, and Tokyo. Net assets stood at approximately $2.98 billion as of November 30, 2025, with a net asset value of $34.04 as of December 15, 2025, a gross expense ratio of 1.00%, and a maximum sales charge of 5.75% for Class A shares. The portfolio targets aggressive growth through heavy equity exposure (sector weights including information technology at 18.48%, financials at 17.47%, and industrials at 13.99% of equity assets), supplemented by alternatives, and benchmarks against the S&P 500 Stock Index. Recent developments include the planned retirement of long-time portfolio manager Joe Flaherty effective June 1, 2025, with responsibilities transitioning to the existing team of quantitative professionals, portfolio managers Natalie Shapiro (since September 1, 2018), Erich Shigley and Ben Nastou (both since August 28, 2023). In December 2025, MFS entered a strategic agreement with Aberdeen to transfer management of several closed-end funds totaling £1.5 billion in assets, involving mergers of nine MFS funds into two consolidated vehicles focused on municipal bonds and multi-sector fixed income (including private credit), enhancing scale but distinct from MAAGX operations. The fund declared significant year-end distributions in December 2024 (payable December 27, 2024), comprising long-term capital gains of $1.00213 per share, dividends of $0.42397 per share, and short-term capital gains of $0.06524 per share.