MFS Aggressive Growth Allocation Fund R6 (AGGPX)
36.47
+0.08
(+0.22%)
USD |
Aug 25 2026
AGGPX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 2.94% |
| Stock | 92.67% |
| Bond | 4.00% |
| Convertible | 0.00% |
| Preferred | 0.18% |
| Other | 0.22% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 65.20% |
|---|---|
|
North America
|
63.70% |
| Canada | 1.86% |
| United States | 61.84% |
|
Latin America
|
1.50% |
| Brazil | 0.38% |
| Mexico | 0.13% |
| Peru | 0.09% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 21.37% |
|---|---|
| United Kingdom | 5.80% |
|
Europe Developed
|
15.19% |
| Belgium | 0.03% |
| Denmark | 0.39% |
| Finland | 0.03% |
| France | 3.29% |
| Germany | 1.75% |
| Greece | 0.13% |
| Ireland | 2.70% |
| Italy | 0.70% |
| Netherlands | 1.75% |
| Norway | 0.17% |
| Portugal | 0.09% |
| Spain | 0.59% |
| Sweden | 0.37% |
| Switzerland | 2.68% |
|
Europe Emerging
|
0.06% |
| Czech Republic | 0.01% |
| Russia | 0.00% |
| Turkey | 0.05% |
|
Africa And Middle East
|
0.32% |
| Israel | 0.08% |
| Qatar | 0.02% |
| Saudi Arabia | 0.11% |
| South Africa | 0.04% |
| United Arab Emirates | 0.08% |
| Greater Asia | 13.09% |
|---|---|
| Japan | 5.31% |
|
Australasia
|
0.96% |
| Australia | 0.95% |
|
Asia Developed
|
5.15% |
| Hong Kong | 0.84% |
| Singapore | 1.03% |
| South Korea | 1.04% |
| Taiwan | 2.18% |
|
Asia Emerging
|
1.68% |
| China | 0.73% |
| India | 0.76% |
| Indonesia | 0.07% |
| Philippines | 0.03% |
| Thailand | 0.08% |
| Unidentified Region | 0.33% |
|---|
Stock Sector Exposure
| Cyclical |
|
33.86% |
| Materials |
|
4.98% |
| Consumer Discretionary |
|
7.53% |
| Financials |
|
14.79% |
| Real Estate |
|
6.56% |
| Sensitive |
|
44.69% |
| Communication Services |
|
5.37% |
| Energy |
|
4.08% |
| Industrials |
|
14.43% |
| Information Technology |
|
20.81% |
| Defensive |
|
16.51% |
| Consumer Staples |
|
3.98% |
| Health Care |
|
9.61% |
| Utilities |
|
2.93% |
| Not Classified |
|
0.26% |
| Non Classified Equity |
|
0.26% |
As of June 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |