PFSMX : PFG MFS Aggressive Growth Strategy Fund Class R

PFSMX is a Allocation Market Total World with HIGH fees.

PFSMX

PFG MFS Aggressive Growth Strategy Fund Class R

FI Score

24 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

24% FI Score
  • pfsmx
  • Mutual Fund
  • Allocation
  • Total World

PFG MFS Aggressive Growth Strategy Fund Class R

Expenses: 2.05% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Fund Summary

The investment seeks aggressive growth. The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds managed by Massachusetts Financial Services Company (“MFS”), under normal market circumstances (“MFS underlying funds”). The Adviser invests in MFS underlying funds that invest in equity securities without regard to market capitalization or country exposure; and fixed-income securities issued by domestic and foreign corporations and government entities, of any maturity or credit quality, including high yield bonds.

Largest Holdings

Amount Holding
13.56% MFS Value R6
13.49% MFS Growth R6
10.69% MFS Mid Cap Growth R6
9.59% MFS Mid Cap Value R6
9.51% MFS Research R6
8.49% MFS Research International R6
8.31% MFS International Growth R6
7.99% MFS Instl International Equity
3.91% Vanguard Global ex-US Real Est ETF
3.89% iShares Commodities Select Strategy ETF
2.28% Vanguard Small-Cap Growth ETF
1.95% MFS International New Discovery R6
1.85% Vanguard Small-Cap Value ETF
1.82% SPDR® Portfolio Emerging Markets ETF
1.79% Schwab International Small-Cap Eq ETF™

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