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MGALX

MFS Growth Allocation-R2

$23.85 0.04 (0.17%)
Currency in USD / Last Updated: 3/28/2024
Category Balanced Aggressive
Market Cap 6541.197M
52 Week High 23.85
52 Week Low 19.737
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Key Data
Symbol MGALX
Type Mutual Fund
Category Balanced Aggressive
Price 23.85
Price Yesterday 23.81
Market Cap 6,541.20
YTD Return 6.24%
Expense Details
Deferred 0
12b-1 0.005
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0121
Overview
52 Week High 23.85
52 Week Low 19.74
Market Cap 6,541.20M
Shares Outstanding 274.26M
Income Dividend Yield 1.36%
Long Term Dividend Yield 1.90%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 3.27%
Returns Annualized
One Day 52.72%
Five Days 11.17%
One Months 43.24%
Three Months 28.42%
Six Months 36.57%
Nine Months 16.81%
One Year 16.73%
Three Years 4.56%
Five Years 8.50%
Ten Years 7.39%
YTD 28.42%
Since Inception 7.42%
Returns Total
One Day 0.17%
Five Days 0.21%
One Month 2.89%
Three Months 6.24%
Six Months 16.56%
Nine Months 12.21%
One Year 16.50%
Three Years 14.25%
Five Years 50.19%
Ten Years 103.62%
YTD 6.24%
Since Inception 329.27%
Yearly Returns
2024 6.24%
2023 14.25%
2022 -16.28%
2021 15.45%
2020 14.19%
2019 25.91%
2018 -6.09%
2017 18.59%
2016 7.27%
2015 -1.12%
Risk against SP-DA
Alpha -7.45%
Beta 0.74
Correlation 96.67%
Downside Deviation 2.64%
Coefficient of determination 93.46%
Standard Deviation 2.59%
Sharpe Ratio -1.66
Sortino -5.64
Treynor 19.2
Ulcer Index 2.89
Ulcer Performance Index -5.16

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