MFS Aggressive Growth Allocation Fund R2 (MAWAX)
31.40
-0.31
(-0.98%)
USD |
Feb 05 2026
MAWAX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.76% |
| Stock | 92.22% |
| Bond | 4.52% |
| Convertible | 0.00% |
| Preferred | 0.14% |
| Other | 0.34% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 65.02% |
|---|---|
|
North America
|
63.78% |
| Canada | 2.18% |
| United States | 61.60% |
|
Latin America
|
1.24% |
| Brazil | 0.54% |
| Chile | 0.00% |
| Mexico | 0.16% |
| Peru | 0.09% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 22.29% |
|---|---|
| United Kingdom | 6.04% |
|
Europe Developed
|
15.81% |
| Austria | 0.06% |
| Denmark | 0.38% |
| Finland | 0.04% |
| France | 3.34% |
| Germany | 1.76% |
| Greece | 0.14% |
| Ireland | 3.33% |
| Italy | 0.52% |
| Netherlands | 1.52% |
| Norway | 0.08% |
| Portugal | 0.21% |
| Spain | 0.64% |
| Sweden | 0.37% |
| Switzerland | 2.74% |
|
Europe Emerging
|
0.07% |
| Czech Republic | 0.01% |
| Russia | 0.00% |
| Turkey | 0.04% |
|
Africa And Middle East
|
0.38% |
| Israel | 0.13% |
| Qatar | 0.02% |
| Saudi Arabia | 0.08% |
| South Africa | 0.08% |
| United Arab Emirates | 0.07% |
| Greater Asia | 12.35% |
|---|---|
| Japan | 5.40% |
|
Australasia
|
1.11% |
| Australia | 1.09% |
|
Asia Developed
|
3.60% |
| Hong Kong | 0.93% |
| Singapore | 0.40% |
| South Korea | 0.81% |
| Taiwan | 1.35% |
|
Asia Emerging
|
2.24% |
| China | 0.94% |
| India | 0.99% |
| Indonesia | 0.14% |
| Philippines | 0.03% |
| Thailand | 0.14% |
| Unidentified Region | 0.33% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.32% |
| Materials |
|
4.33% |
| Consumer Discretionary |
|
7.78% |
| Financials |
|
16.63% |
| Real Estate |
|
6.60% |
| Sensitive |
|
40.77% |
| Communication Services |
|
5.41% |
| Energy |
|
3.83% |
| Industrials |
|
13.43% |
| Information Technology |
|
18.10% |
| Defensive |
|
18.47% |
| Consumer Staples |
|
4.80% |
| Health Care |
|
10.21% |
| Utilities |
|
3.46% |
| Not Classified |
|
5.43% |
| Non Classified Equity |
|
0.28% |
| Not Classified - Non Equity |
|
5.15% |
As of December 31, 2025
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 | -- |