MFS Aggressive Growth Allocation Fund B (MBAGX)
32.87
-0.19
(-0.57%)
USD |
Apr 28 2026
MBAGX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 3.01% |
| Stock | 91.90% |
| Bond | 4.69% |
| Convertible | 0.00% |
| Preferred | 0.20% |
| Other | 0.21% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 64.68% |
|---|---|
|
North America
|
63.18% |
| Canada | 2.13% |
| United States | 61.05% |
|
Latin America
|
1.49% |
| Brazil | 0.51% |
| Chile | 0.00% |
| Mexico | 0.15% |
| Peru | 0.11% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 22.22% |
|---|---|
| United Kingdom | 5.94% |
|
Europe Developed
|
15.86% |
| Austria | 0.01% |
| Belgium | 0.03% |
| Denmark | 0.36% |
| Finland | 0.07% |
| France | 3.34% |
| Germany | 1.63% |
| Greece | 0.11% |
| Ireland | 3.09% |
| Italy | 0.69% |
| Netherlands | 1.69% |
| Norway | 0.08% |
| Portugal | 0.20% |
| Spain | 0.60% |
| Sweden | 0.38% |
| Switzerland | 3.02% |
|
Europe Emerging
|
0.07% |
| Czech Republic | 0.01% |
| Russia | 0.00% |
| Turkey | 0.05% |
|
Africa And Middle East
|
0.35% |
| Israel | 0.09% |
| Qatar | 0.02% |
| Saudi Arabia | 0.10% |
| South Africa | 0.06% |
| United Arab Emirates | 0.10% |
| Greater Asia | 12.75% |
|---|---|
| Japan | 5.60% |
|
Australasia
|
1.04% |
| Australia | 1.03% |
|
Asia Developed
|
4.17% |
| Hong Kong | 0.89% |
| Singapore | 0.62% |
| South Korea | 0.99% |
| Taiwan | 1.59% |
|
Asia Emerging
|
1.96% |
| China | 0.84% |
| India | 0.83% |
| Indonesia | 0.10% |
| Philippines | 0.04% |
| Thailand | 0.14% |
| Unidentified Region | 0.35% |
|---|
Stock Sector Exposure
| Cyclical |
|
34.80% |
| Materials |
|
4.99% |
| Consumer Discretionary |
|
7.65% |
| Financials |
|
15.53% |
| Real Estate |
|
6.63% |
| Sensitive |
|
41.30% |
| Communication Services |
|
4.83% |
| Energy |
|
4.19% |
| Industrials |
|
15.02% |
| Information Technology |
|
17.26% |
| Defensive |
|
18.04% |
| Consumer Staples |
|
4.88% |
| Health Care |
|
9.83% |
| Utilities |
|
3.32% |
| Not Classified |
|
5.86% |
| Non Classified Equity |
|
0.28% |
| Not Classified - Non Equity |
|
5.59% |
As of March 31, 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 | -- |