Mfs Growth Allocation B (mbgwx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Mfs Growth Allocation B (MBGWX) Description: MBGWX is a mutual fund, which is an investment that owns a basket of assets. The MBGWX mutual fund was provided by Mfs and this investment vehicle derives the majority of its value from equity holdings (stocks). Mfss mutual fund has a medium management tenure and is in the average fund size classification. MBGWXs minimum initial investment amount is $1000 while the IRA minimum is $250. MBGWXs expense ratio is roughly 1%. The latest MBGWXs front end load was 0% and the back end load was 4%. The Mfs Growth Allocation B (MBGWX) mutual fund falls under the aggressive allocation category. MBGWX focuses its investments in USA and MBGWX is not affiliated with a particular industry or fund sector. The Mfs Growth Allocation B (MBGWX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MBGWXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MBGWXs research report features technical analysis and long term investment potential.
This investment vehicle seeks a high level of total return consistent with a greater than moderate level of risk. The fund seeks to provide diversification among different asset classes by investing the majority of its assets in other MFS mutual funds, referred to as underlying funds. It invests 52% of assets in U.S. stock funds, 20% in international stock funds, 20% in bond funds, and 8% in specialty funds.