MFS® Aggressive Growth Allocation Fund

Fund Overview

Objective

Seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds.

Key Differentiators

  • A strategically allocated, broadly diversified portfolio of MFS funds in a single investment
  • Utilizes a strategic risk-based approach to portfolio construction that efficiently diversifies across and within asset classes while simultaneously being actively-managed within the underlying MFS funds
  • Disciplined portfolio management is achieved through multi-level risk management, ensuring style consistency. Systematic rules-based rebalancing helps to maintain target risk profiles. Risk-return profiles have historically remained consistent with design.

Managers

Fund Information

MAAGXSYMBOL
$19.49 DAILY NAV AS OF 5/27/16
$1.6 B NET ASSETS AS OF 4/30/16
Fund Commencement
6/28/02
Class Inception
6/28/02
Net Assets ($M)
As of 4/30/16
$1,677.23
Maximum Sales Charge
5.75%
Net Asset Value (NAV)
As of 5/27/16
$19.49
NAV Change
$ 0.06  | 0.31%
Fiscal Year End
MAY
Fund Number
1029
Gross Expense ratio
1.14 %
Net Expense ratio
1.12 %

Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.

Net Expense Ratio reflects the reduction of expenses from fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These reductions will continue until at least September 30, 2016.

Top 10 Holdings Details

As of 4/30/16

Nestle SA
Danone SA
JPMorgan Chase & Co
Danaher Corp
Visa Inc
Roche Holding AG
Facebook Inc
Alphabet Inc
Accenture PLC
Medtronic PLC

7.41% of total net assets

Total number of holdings: 1451

Current holdings may be different.

Average Annual Total Returns % Details

These results represent the percent change in net asset value.

As of 4/30/16 (YTD Updated Daily, as of 5/27/16) As of 3/31/16
 

*YTD Updated Daily as of 5/27/16, subject to revision and not annualized.

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

Important Performance Information

Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

Sales Charges

Class A shares ("A") results include the maximum sales charge.

Important Risk Considerations

  • The fund may not achieve its objective and/or you could lose money on your investment in the fund.

  • Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

  • Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, currency, economic, industry, political, regulatory, geopolitical, or other conditions.

  • Investments in small-cap companies can be more volatile than investments in larger companies.

  • MFS’ strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own objective and strategies and may not achieve its objective.

  • Please see the prospectus for further information on these and other risk considerations.

Product Insights

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.