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)

Lipper Peer3 Risk & Returns Scanner

MFEIX.O — More Risk, More Return

Roll over fund for details

MFEIX.O outperforms 75 funds in its category for 3 Year Return, which is higher than the category median.

MFEIX.O has a higher risk than 86 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 Fee0.50%
 
 
Max 12b-1 Fee RatioNone
 
Early Redemption Fee0.00%
 
Expense Ratio0.61
 
 

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

$364 in fees
$20,407 before
 
$20,044 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 Jan 24, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
MFEIX.O17.7231.3820.580.90.9
Lipper Lg-Cap Growth IX
Lipper Classification Index
19.0651.320.1180.9230.978
S&P 500 TR IX
Broad-Based Index
18.4871.0520.5810.9010.903

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