MCAGX — MFS Aggressive Growth Allocation Fund
Data updated: 2026-07-27
MCAGX — MFS Aggressive Growth Allocation Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Multi-Cap / All-Cap Blend / Core Equity · $3.08B AUM · 1.75% expense ratio · 16.4% 1-yr return. From SEC regulatory filings.
MCAGX Fund Overview
MCAGX — MFS Aggressive Growth Allocation Fund is a US mutual fund managed by Mfs Series Trust X, categorised as United States Multi-Cap / All-Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Series Trust X
- Category: United States Multi-Cap / All-Cap Blend / Core Equity
- Assets under management: $3.08B
- 1-year return: 16.4%
- Ticker: MCAGX
- SEC CIK: 0000783740
- SEC series ID: S000002506
- Share class ID: C000006844
MCAGX Holdings
Top 10 holdings of MFS Aggressive Growth Allocation Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| MFS Value Fund | 11.75% |
| MFS Growth Fund | 11.40% |
| MFS Research Fund | 10.37% |
| MFS Mid Cap Value Fund | 10.00% |
| MFS Mid Cap Growth Fund | 9.92% |
| MFS Research International Fund | 8.16% |
| MFS International Large Cap Value Fund | 5.12% |
| MFS International Intrinsic Equity Fund | 5.07% |
| MFS International Growth Fund | 5.04% |
| MFS Global Real Estate Fund | 4.96% |
MCAGX Portfolio Allocation
Asset-class allocation of MFS Aggressive Growth Allocation Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
MCAGX Performance
Total returns for MCAGX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 5.0% |
| 1 year | 16.4% |
| 3 years (annualised) | 14.1% |
| 5 years (annualised) | 8.0% |
MCAGX Risk Information
Risk metrics for MCAGX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 7.2%
MCAGX Costs and Fees
MCAGX costs about $175 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.75%
- Gross expense ratio: 1.75%
- Portfolio turnover: 5%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
MCAGX Cashflows
Over the 12 months to 2026-02, MFS Aggressive Growth Allocation Fund had net outflows of $32.50M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-02 | −$22.25M |
| 2026-01 | −$30.36M |
| 2025-12 | $190.42M |
| 2025-11 | −$24.18M |
| 2025-10 | −$16.42M |
| 2025-09 | −$11.75M |
MCAGX Debt Constituents
No individual debt constituents are reported in MFS Aggressive Growth Allocation Fund's latest SEC N-PORT filing.
MCAGX Prospectus and SEC Filings
Official MFS Aggressive Growth Allocation Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Multi-Cap / All-Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.