MCGWX

Active

MFS Growth Allocation Fund

Category: Other (5,046 funds)

Expense Ratio

1.19%

Annual Cost per $10K

$119.00

30-Year Fee Drag per $10K

$21,697

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+8.92%

Asset Allocation

US Equity

57%

Intl Equity

27%

US Bond

Intl Bond

Cash

Fee Comparison

MCGWX

1.19%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

20% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+36.34%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

MCGWX at 1.19%$272,127

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$108,486

Cost vs index fund−$105,297

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

Ticker	Name	ER	1yr	3yr	5yr
MCGWX	MFS Growth Allocation Fund	1.19%	+8.92%	+10.89%	+7.44%
MAGEX	MFS Growth Allocation Fund	1.19%	+9.74%	+11.71%	+8.24%
QCSTFX	College Retirement Equities Fund - Stock Account	—	+13.93%	+18.11%	—
VTIVX	VANGUARD TARGET RETIREMENT 2045 FUND	0.08%	+13.86%	+15.23%	+10.40%
VFIFX	VANGUARD TARGET RETIREMENT 2050 FUND	0.08%	+14.81%	+16.04%	+10.89%
VFFVX	VANGUARD TARGET RETIREMENT 2055 FUND	0.08%	+14.81%	+16.02%	+10.88%
VFORX	VANGUARD TARGET RETIREMENT 2040 FUND	0.08%	+12.93%	+14.17%	+9.46%
QCGLFX	College Retirement Equities Fund - Global Equities Account	—	+14.82%	+19.53%	—
VTTSX	VANGUARD TARGET RETIREMENT 2060 FUND	0.08%	+14.78%	+16.03%	+10.88%
OWLSX	Old Westbury Large Cap Strategies Fund	1.09%	+14.43%	+17.21%	+10.14%
TTFIX	Nuveen Lifecycle 2045 Fund	0.68%	+10.73%	+14.58%	+9.87%
MLFAX	MFS Lifetime 2040 Fund	0.81%	+11.03%	+12.87%	+9.87%
VASGX	VANGUARD LIFESTRATEGY GROWTH FUND	0.14%	+13.50%	+14.55%	+9.57%
YACKX	AMG Yacktman Fund$1M min	0.62%	+5.43%	+11.46%	+11.95%
FNNEX	New Economy Fund	0.47%	+19.36%	+21.34%	+11.35%
FWCGX	Capital World Growth & Income Fund	0.47%	+15.91%	+18.35%	+12.38%
TCLOX	Nuveen Lifecycle 2040 Fund	0.50%	+9.79%	+13.36%	+8.78%
PCGJX	SAM Conservative Growth Portfolio	0.94%	+11.36%	+14.08%	+9.81%
PFLJX	Principal LifeTime 2050 Fund	0.88%	+12.16%	+14.88%	+10.07%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	0.06%	+15.88%	+17.52%	+12.11%
TLMPX	Nuveen Lifecycle Index 2045 Fund	0.35%	+12.74%	+15.20%	+10.35%
FLPCX	Fidelity Low-Priced Stock Fund	1.40%	—	—	—
TLLIX	Nuveen Lifecycle Index 2050 Fund	0.18%	+13.36%	+15.81%	+10.82%
FFNOX	Fidelity Multi-Asset Index Fund	0.11%	+13.40%	+14.96%	+10.03%
JAFVX	Strategic Equity Allocation Trust	0.92%	+13.72%	+17.30%	+12.37%
MAMAX	MFS Moderate Allocation Fund	0.56%	+8.47%	+9.69%	+6.27%
PAEBX	Putnam Dynamic Asset Allocation Growth Fund	0.68%	+32.47%	+6.87%	+10.02%
TTIIX	Nuveen Lifecycle Index 2055 Fund	0.25%	+13.51%	+16.01%	+10.99%
FFFFX	Fidelity Freedom 2040 Fund	0.63%	+13.62%	+15.66%	+10.86%
VGHAX	VANGUARD HEALTH CARE FUND	0.32%	-16.45%	+4.11%	+3.81%
ACWI	iShares MSCI ACWI ETF	0.32%	+15.87%	+17.79%	+12.03%
VLXVX	VANGUARD TARGET RETIREMENT 2065 FUND	0.08%	+14.77%	+16.03%	+10.90%
LTRDX	Principal LifeTime 2045 Fund	0.86%	+11.36%	+13.99%	+9.45%
FAVPX	Fidelity Freedom Index 2045 Fund	0.05%	+14.25%	—	—
FAVOX	Fidelity Freedom Index 2040 Fund	0.12%	+13.16%	—	—
TCLPX	Nuveen Lifecycle 2050 Fund	0.69%	+10.95%	+14.86%	+10.00%
FAVQX	Fidelity Freedom Index 2050 Fund	0.04%	+14.19%	—	—
PRJAX	PGIM Jennison Global Opportunities Fund	1.08%	+3.90%	+18.81%	+5.90%
CGGEX	American Funds Global Growth Portfolio	1.07%	+15.32%	+17.19%	+9.12%
FAVRX	Fidelity Freedom Index 2055 Fund	0.08%	+14.25%	—	—
LTMAX	MFS Lifetime 2045 Fund	0.81%	+11.39%	+13.32%	+10.42%
GGPPX	Goldman Sachs Growth Strategy Portfolio	0.51%	+12.40%	+14.46%	+10.02%
FFFGX	Fidelity Freedom 2045 Fund	0.65%	+14.67%	+16.47%	+11.32%
VHGEX	VANGUARD GLOBAL EQUITY FUND	0.39%	+15.30%	+16.84%	+9.95%
FFFHX	Fidelity Freedom 2050 Fund	0.65%	+14.67%	+16.48%	+11.31%
PSGFX	SAM Strategic Growth Portfolio	1.07%	+12.62%	+15.87%	+11.22%
SVAAX	Federated Hermes Strategic Value Dividend Fund	1.06%	+10.36%	+9.75%	+12.03%
TRGLX	T. Rowe Price Global Stock Fund	0.66%	+10.68%	+16.56%	+8.98%
TGAFX	T. Rowe Price Global Allocation Fund	0.82%	+9.29%	+11.31%	+7.20%
FAVUX	Fidelity Freedom Index 2060 Fund	0.08%	+14.22%	—	—
TLPRX	Nuveen Lifecycle Index 2040 Fund	0.25%	+11.83%	+14.26%	+9.44%
AGGPX	MFS Aggressive Growth Allocation Fund	0.69%	+10.90%	+13.58%	—
TTMIX	T. Rowe Price Communications & Technology Fund	0.67%	+26.47%	+23.14%	+8.41%
ASRAX	Invesco Global Real Estate Income Fund	1.26%	-0.49%	+3.03%	+3.36%
BEGRX	Franklin Mutual Beacon Fund	1.27%	+12.09%	+15.08%	+12.50%
FSBLX	Federated Hermes Global Allocation Fund	0.84%	+10.47%	+10.51%	+6.18%
LTFDX	Principal LifeTime 2055 Fund	1.20%	+11.89%	+14.50%	+9.87%
PLTAX	Principal LifeTime 2060 Fund	1.20%	+12.14%	+14.76%	+10.23%
TVIIX	Nuveen Lifecycle Index 2060 Fund	0.10%	+13.62%	+16.19%	+11.13%
FIQOX	Fidelity Worldwide Fund	1.06%	+12.94%	+19.67%	+11.06%
ISJAX	VOYA INDEX SOLUTION 2045 PORTFOLIO	0.22%	+13.15%	+14.91%	+11.32%
IDXKX	VOYA INDEX SOLUTION 2040 PORTFOLIO	0.74%	+12.10%	+13.83%	+10.38%
VGELX	VANGUARD ENERGY FUND	0.45%	+10.17%	+12.89%	+17.00%
EXHAX	Pro-Blend Maximum Term Series	0.70%	+6.69%	+11.46%	+7.99%
DGEIX	GLOBAL EQUITY PORTFOLIO$1M min	0.26%	+14.05%	+16.75%	+13.61%
PTDAX	Principal LifeTime 2040 Fund	0.76%	+10.42%	+12.85%	+8.55%
AXBAX	Columbia Capital Allocation Aggressive Portfolio	1.03%	+13.55%	+14.98%	+9.85%
SWERX	Schwab Target 2040 Fund	0.49%	+11.66%	+14.17%	+9.11%
TAALX	Transamerica Asset Allocation - Moderate Growth Portfolio	1.00%	+12.74%	+13.66%	—
TTRIX	Nuveen Lifecycle 2055 Fund	0.45%	+11.24%	+15.20%	+10.30%
AADAX	Invesco Select Risk: Growth Investor Fund	1.71%	+10.98%	+10.77%	+7.27%
FCTKX	Fidelity Freedom 2055 Fund	0.45%	+14.95%	+16.78%	+11.61%
FLKSX	Fidelity Low-Priced Stock K6 Fund	0.50%	+8.21%	+13.33%	+13.93%
GGMBX	Goldman Sachs Global Managed Beta Fund$1M min	0.37%	+13.82%	+15.96%	+11.60%
LGMNX	Loomis Sayles Global Allocation Fund	0.82%	+7.99%	+14.05%	+6.83%
TGIPX	T. Rowe Price Spectrum Moderate Growth Allocation Fund	0.64%	+10.57%	+13.30%	+8.45%
CGLGX	American Funds Growth and Income Portfolio	0.92%	+14.41%	+15.94%	+11.66%
GCEYX	AB Global Core Equity Portfolio	0.79%	+10.60%	+14.55%	+9.20%
EAGL	Eagle Capital Select Equity ETF	0.80%	+15.18%	—	—
MGLAX	MFS Global Real Estate Fund	1.18%	-4.21%	+1.55%	+2.80%
IXJ	iShares Global Healthcare ETF	0.40%	-11.97%	+5.23%	+5.11%
MGISX	GLOBAL FRANCHISE PORTFOLIO	0.83%	+4.56%	+10.65%	+6.99%
MFFDX	MFS Lifetime 2050 Fund	1.57%	+10.83%	+12.79%	+9.77%
CSFZX	Cohen & Steers Global Realty Shares, Inc.	0.84%	+1.85%	+4.71%	+5.16%
MACBX	MFS Conservative Allocation Fund	0.83%	+5.79%	+6.88%	+3.65%
URTH	iShares MSCI World ETF	0.24%	+15.69%	+18.71%	+13.04%
FKALX	Federated Hermes Kaufmann Small Cap Fund	1.36%	+10.94%	+10.01%	+3.70%
VSVNX	VANGUARD TARGET RETIREMENT 2070 FUND	0.08%	+14.75%	+16.04%	—
CGARX	Calvert Growth Allocation Fund	0.64%	+9.26%	+12.66%	—
PDAVX	PineBridge Dynamic Asset Allocation Fund	0.91%	+11.96%	+6.70%	+5.06%
SWYMX	Schwab Target 2050 Index Fund	0.08%	+13.55%	+15.55%	+10.90%
XT	iShares Future Exponential Technologies ETF	0.46%	+14.71%	+11.97%	+7.23%
DIEZX	Destinations International Equity Fund	1.07%	+13.39%	+13.96%	+5.65%
LFEAX	MFS Lifetime 2035 Fund	1.52%	+9.60%	+11.27%	+8.63%
IISAX	VOYA INDEX SOLUTION 2055 PORTFOLIO	0.65%	+13.72%	+15.39%	+11.63%
FFBTX	Fidelity Freedom Blend 2040 Fund	0.47%	+13.37%	+15.46%	—
GQEFX	GMO Quality Fund	0.42%	+8.51%	+19.43%	+14.77%
TALFX	Transamerica Asset Allocation Long Horizon	1.04%	+16.20%	+14.85%	+9.90%
USAWX	Victory Sustainable World Fund	1.38%	+11.65%	+17.89%	+11.28%
RGGIX	T. Rowe Price Global Growth Stock Fund	0.68%	+11.19%	+14.39%	+7.22%
FDKVX	Fidelity Freedom 2060 Fund	0.45%	+14.69%	+16.46%	+11.32%

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