EBGWX Performance — MFS Growth Allocation Fund, Class 529B
Data updated: 2026-09-25
EBGWX returned +6.73% over one year to Feb 2022. Over one year the fund beat its US Multi-Cap Blend category average: $100 grew to $107, against $104 for the category. Volatility over the past 12 months was 10.84% a year. In the 12 months to May 2026 the fund lost a net $171.7M, and assets reached $6.76B.
EBGWX Growth of $100
What $100 invested in MFS Growth Allocation Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | EBGWX | Category average |
|---|---|---|
| 1 year (Mar 2021 – Feb 2022) | $107 | $104 |
| Since data start (Sep 2019 – Feb 2022) | $130 | $125 |
EBGWX Trailing Returns
Total returns to Feb 2022, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +6.73% |
| 3 years (annualised) | +11.23% |
EBGWX Annual Returns
Calendar-year total returns of MFS Growth Allocation Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2022 (Jan–Feb) | −7.15% |
| 2021 | +15.67% |
| 2020 | +13.55% |
| 2019 (Sep–Dec) | +6.99% |
EBGWX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | −5.1% | −2.1% | — | — | — | — | — | — | — | — | — | — |
| 2021 | −1.1% | +1.8% | +2.1% | +4.4% | +1.3% | +0.9% | +1.8% | +2.0% | −3.4% | +4.1% | −2.5% | +3.6% |
| 2020 | −0.2% | −6.0% | −12.4% | +8.8% | +5.1% | +1.9% | +4.9% | +3.7% | −1.8% | −1.6% | +8.7% | +3.9% |
| 2019 | — | — | — | — | — | — | — | — | +0.8% | +1.5% | +2.1% | +2.5% |
EBGWX Risk
Risk measures from monthly returns over Mar 2021 – Feb 2022.
- 1-year volatility (annualised): 10.84%
- Best month: +4.44% (Apr 2021)
- Worst month: −5.12% (Jan 2022)
EBGWX Fund Flows
Monthly money in and out of MFS Growth Allocation Fund, from SEC Form N-PORT.
- 12-month net flow: −$171.7M
- 12-month gross sales (incl. reinvestments): $1.2B
- Sales ÷ redemptions: 0.87×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $48.4M | $115.7M | −$67.3M |
| Apr 2026 | $55.4M | $120.3M | −$64.9M |
| Mar 2026 | $60.4M | $109.6M | −$49.2M |
| Feb 2026 | $56.1M | $115.5M | −$59.4M |
| Jan 2026 | $73.5M | $142.3M | −$68.8M |
| Dec 2025 | $555.7M | $138.0M | $417.6M |
| Nov 2025 | $55.9M | $108.9M | −$53.1M |
| Oct 2025 | $52.6M | $110.5M | −$58.0M |
| Sep 2025 | $55.2M | $93.3M | −$38.1M |
| Aug 2025 | $52.4M | $107.4M | −$55.0M |
| Jul 2025 | $66.5M | $97.3M | −$30.9M |
| Jun 2025 | $53.7M | $98.5M | −$44.8M |
EBGWX Assets Under Management
Net assets of MFS Growth Allocation Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $6.76B |
| 2026-02-28 | $6.82B |
| 2025-11-30 | $6.73B |
| 2025-08-31 | $6.73B |
| 2025-05-31 | $6.49B |
| 2025-02-28 | $6.54B |
| 2024-11-30 | $6.79B |
| 2024-08-31 | $6.76B |
| 2024-05-31 | $6.55B |
| 2024-02-29 | $6.50B |
| 2023-11-30 | $6.12B |
| 2023-08-31 | $6.18B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.