At A Glance
You hold MFEIX.O in 0 portfolios
MFS Growth Fund (MFEIX.O)
Net Asset Value
144.90USD
3.03 +2.14%
05/17/2022
Category
US Diversified EquityYTD Return (Cumulative)
-25.49%Classification
Large-Cap Growth5 Year Return (Annualized)
15.50%Lipper Index
Lipper Lg-Cap Growth IXLipper 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 Index | 1 Day | 1 Week | 4 Weeks | 13 Weeks | YTD | 1 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 | 75 | 47 | 36 | 47 | 58 | 49 |
| Annualized Performance | ||||
|---|---|---|---|---|
| 3 Year | 5 Year | 10 Year | Since 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 | 61 | 31 | 23 | -- |
Lipper Leaders Rating Overall
| Total Return | Consistent Return | Capital Preservation | Expense | Tax 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.
