MFS Growth Fund (MFEIX.O)

At A Glance

You hold MFEIX.O in 0 portfolios

Net Asset Value

169.41USD

 -4.58 -2.63%

01/21/2022

Category
US Diversified Equity
YTD Return (Cumulative)
 -12.89%
Classification
Large-Cap Growth
5 Year Return (Annualized)
 24.64%
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 Jan 21, 2022)

Cumulative Performance
Fund or Index1 Day1 Week4 Weeks13 WeeksYTD1 Year
MFEIX.O 2.63% 6.37% 12.77% 10.79% 12.89% 6.20%

Lipper Lg-Cap Growth IX

 2.94% 7.06% 12.84% 11.01% 12.84% 3.70%
Percentile Rank
MFEIX.O vs. Category
431855515836
Annualized Performance
3 Year5 Year10 YearSince Inception
MFEIX.O 22.01% 20.45% 17.07% 9.10%
Jan 02, 1997

Lipper Lg-Cap Growth IX

 22.35% 20.07% 16.25%--
Percentile Rank
MFEIX.O vs. Category
452720--

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*
620 Funds
619 Funds
12302 Funds
352 Funds
620 Funds

MFEIX.O Performance

1 Year
(Cumulative)
Category Range
SEC Performance
as of Dec 31, 2021
 23.59%
After Tax
Pre-Liquidation
as of Dec 31, 2021
 22.79%
After Tax
Post-Liquidation
as of Dec 31, 2021
 14.52%

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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