MFS Growth is undergoing a management transition, but its team and investment process remain assets here. The portfolio is in a structurally better position now, as well. In 2025, shareholders approved a shift to nondiversified status, meaning the portfolio can become more concentrated, which gives the managers much-needed flexibility against the seemingly ever-consolidating Russell 1000 Growth index.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFEGX’s performance objective and investment process is for both security selection and portfolio construction.
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