MFS Aggressive Growth Allocation Fund R1 (MAAFX)
29.78
+0.25
(+0.85%)
USD |
Apr 01 2026
MAAFX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 2.91% |
| Stock | 92.49% |
| Bond | 4.24% |
| Convertible | 0.00% |
| Preferred | 0.19% |
| Other | 0.18% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 63.95% |
|---|---|
|
North America
|
62.38% |
| Canada | 2.13% |
| United States | 60.25% |
|
Latin America
|
1.56% |
| Brazil | 0.55% |
| Chile | 0.00% |
| Mexico | 0.16% |
| Peru | 0.12% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 22.71% |
|---|---|
| United Kingdom | 6.10% |
|
Europe Developed
|
16.10% |
| Austria | 0.01% |
| Denmark | 0.37% |
| Finland | 0.06% |
| France | 3.33% |
| Germany | 1.66% |
| Greece | 0.12% |
| Ireland | 3.25% |
| Italy | 0.67% |
| Netherlands | 1.70% |
| Norway | 0.09% |
| Portugal | 0.20% |
| Spain | 0.66% |
| Sweden | 0.38% |
| Switzerland | 3.07% |
|
Europe Emerging
|
0.07% |
| Czech Republic | 0.01% |
| Russia | 0.00% |
| Turkey | 0.06% |
|
Africa And Middle East
|
0.43% |
| Israel | 0.15% |
| Qatar | 0.02% |
| Saudi Arabia | 0.11% |
| South Africa | 0.06% |
| United Arab Emirates | 0.10% |
| Greater Asia | 13.03% |
|---|---|
| Japan | 5.59% |
|
Australasia
|
1.19% |
| Australia | 1.18% |
|
Asia Developed
|
4.12% |
| Hong Kong | 0.96% |
| Singapore | 0.61% |
| South Korea | 0.95% |
| Taiwan | 1.51% |
|
Asia Emerging
|
2.14% |
| China | 0.95% |
| India | 0.91% |
| Indonesia | 0.10% |
| Philippines | 0.04% |
| Thailand | 0.14% |
| Unidentified Region | 0.32% |
|---|
Stock Sector Exposure
| Cyclical |
|
36.08% |
| Materials |
|
4.66% |
| Consumer Discretionary |
|
7.79% |
| Financials |
|
16.84% |
| Real Estate |
|
6.79% |
| Sensitive |
|
40.39% |
| Communication Services |
|
4.98% |
| Energy |
|
4.00% |
| Industrials |
|
13.84% |
| Information Technology |
|
17.57% |
| Defensive |
|
17.93% |
| Consumer Staples |
|
4.75% |
| Health Care |
|
10.00% |
| Utilities |
|
3.18% |
| Not Classified |
|
5.59% |
| Non Classified Equity |
|
0.32% |
| Not Classified - Non Equity |
|
5.27% |
As of February 28, 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 | -- |