MFS Growth Fund (MFEIX.O)

At A Glance

You hold MFEIX.O in 0 portfolios

Net Asset Value

200.18USD

 3.92 +2.00%

11/29/2021

Category
US Diversified Equity
YTD Return (Cumulative)
 24.23%
Classification
Large-Cap Growth
5 Year Return (Annualized)
 24.46%
Lipper Index
Lipper Lg-Cap Growth IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 MFEIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyMFS Investment Management
Inception Date01/02/1997
Portfolio Turnover27%
Dividend Yield--
Fund ManagerFischman/Gordon/Mak
Manager Tenure2002
MFS Investment Management
111 Huntington Avenue
Boston, MA 02199

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.62%
Max 12b-1 Fee Ratio--
Early Redemption Fee0.00%
Initial Investment--
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide long-term growth of capital. The Fund invests primarily in common stocks that MFS believes are early in their life cycle and has the potential to become major enterprises (emerging growth companies).

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
614
Consistent Return
 
613
Capital Preservation
 
12284
Low Expense
 
351
Tax Efficiency (U.S. only)
 
614

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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