MFS Growth Fund (MFEIX.O)

At A Glance

You hold MFEIX.O in 0 portfolios

Net Asset Value

141.23USD

 1.51 +1.08%

05/25/2022

Category
US Diversified Equity
YTD Return (Cumulative)
 -27.38%
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)

Lipper Peer3 Risk & Returns Scanner

MFEIX.O — More Risk, More Return

Roll over fund for details

MFEIX.O outperforms 45 funds in its category for 3 Year Return, which is lower than the category median.

MFEIX.O has a higher risk than 57 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare MFEIX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.47%
 
 
Max 12b-1 Fee RatioNone
 
Early Redemption Fee0.00%
 
Expense Ratio0.58
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$346 in fees
$20,408 before
 
$20,063 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of May 26, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
MFEIX.O19.5680.649-0.110.980.87
Lipper Lg-Cap Growth IX
Lipper Classification Index
20.8550.664-0.0050.9330.982
S&P 500 TR IX
Broad-Based Index
18.6610.756-0.1080.9790.87

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