MFS Growth Fund (MFEIX.O)

At A Glance

You hold MFEIX.O in 0 portfolios

Net Asset Value

144.90USD

 3.03 +2.14%

05/17/2022

Category
US Diversified Equity
YTD Return (Cumulative)
 -25.49%
Classification
Large-Cap Growth
5 Year Return (Annualized)
 15.50%
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 »

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.

Total Return Performance (as of May 17, 2022)

Cumulative Performance
Fund or Index1 Day1 Week4 Weeks13 WeeksYTD1 Year
MFEIX.O 2.14% 2.27% 11.66% 15.42% 25.49% 11.50%

Lipper Lg-Cap Growth IX

 2.29% 2.38% 12.89% 16.33% 25.56% 12.78%
Percentile Rank
MFEIX.O vs. Category
754736475849
Annualized Performance
3 Year5 Year10 YearSince Inception
MFEIX.O 11.41% 14.56% 14.97% 8.31%
Jan 02, 1997

Lipper Lg-Cap Growth IX

 12.60% 14.25% 14.33%--
Percentile Rank
MFEIX.O vs. Category
613123--

Quarter-To-Quarter

MFEIX.O
vs.
Equity Funds

Lipper Leaders Rating Overall

Total
Return
Consistent
Return
Capital
Preservation
ExpenseTax
Efficiency
Overview
Overall Rating
Peers with Rating*
622 Funds
621 Funds
12351 Funds
358 Funds
622 Funds

MFEIX.O Performance

1 Year
(Cumulative)
Category Range
SEC Performance
as of Apr 30, 2022
 11.72%
After Tax
Pre-Liquidation
as of Apr 30, 2022
 12.29%
After Tax
Post-Liquidation
as of Apr 30, 2022
 6.32%

Distributions

1 YR Dividend Income / Share(by US Dollar)

MFEIX.O returned $5.37 in dividend income over the past year which was  Above the median for the US Diversified Equity and is in the 80th percentile of funds in this category.
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