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Mfs Growth Allocation Fund - Class C: (MF: MCGWX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$24.01 USD
+0.06 (0.25%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.91 | 51 |
| 3 months | -0.16 | 91 |
| 6 months | 5.91 | 51 |
| 1 Year | 11.59 | 51 |
| 3 Year | 1.77 | 54 |
| 5 Year | 6.94 | 43 |
| 10 Year | 6.47 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 98.40 |
| Bear Market (10/07 - 2/09) | -45.10 |
| Bull Market (2/09 - 3/21) | 353.94 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 10.48 |
| 5 Year | 6.93 |
| 10 Year | 6.47 |
| Since Inception | 6.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.09 | -0.16 | NA | NA |
| 2023 | 4.09 | 3.65 | -3.84 | 9.56 |
| 2022 | -6.53 | -12.60 | -6.03 | 8.52 |
| 2021 | 2.57 | 6.54 | 0.15 | 4.91 |
| 2020 | -17.83 | 16.47 | 6.82 | 11.14 |
| 2019 | 12.12 | 4.55 | 0.67 | 6.13 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.91 | 13.68 | -16.70 | 14.84 | 13.63 | 25.26 | -6.56 | 18.06 | 6.71 | -1.62 | 3.02 |
| % Total Return Rel to Index | -9.38 | -12.56 | 1.50 | -13.83 | -4.76 | -6.23 | -2.16 | -3.73 | -5.21 | -3.01 | -10.62 |
| % Total Return Rel to Peer | -0.27 | 0.52 | -3.73 | 3.34 | 2.95 | 8.06 | -0.06 | 4.60 | 0.44 | 0.72 | -1.05 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 2.00 | 1.00 | 3.00 | 2.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.20 | 0.29 | 0.61 | 0.02 | 0.17 | 0.21 | 0.24 | 0.08 | 0.14 | 0.16 |
| % Yield | 0.00 | 0.84 | 1.32 | 2.17 | 0.10 | 0.76 | 1.11 | 1.10 | 0.43 | 0.77 | 0.86 |
| Capital Gains ($) | 0.00 | 0.45 | 0.48 | 1.02 | 0.64 | 0.71 | 0.81 | 0.59 | 0.30 | 0.56 | 0.00 |
| Expense Ratio | 0.00 | 1.10 | 1.10 | 1.10 | 1.10 | 1.10 | 1.10 | 1.10 | 1.10 | 1.10 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%