Skip to Content

MFS Growth R3 MFEHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 182.15  /  −0.09 %
  • Total Assets 44.8 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 25%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

Morningstar’s Analysis MFEHX

Will MFEHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Down a comanager but still a good long-term option.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Despite the loss of a comanager, MFS Growth is still buoyed by a pair of adept comanagers, and it remains a strong option for investors seeking U.S. large-growth exposure.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MFEHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

14.13 6.2 Bil
Technology

NVIDIA Corp

8.40 3.7 Bil
Technology

Amazon.com Inc

6.73 3.0 Bil
Consumer Cyclical

Meta Platforms Inc Class A

5.74 2.5 Bil
Communication Services

Alphabet Inc Class A

5.55 2.4 Bil
Communication Services

Apple Inc

4.89 2.1 Bil
Technology

Mastercard Inc Class A

3.83 1.7 Bil
Financial Services

Visa Inc Class A

3.17 1.4 Bil
Financial Services

Eli Lilly and Co

2.84 1.2 Bil
Healthcare

Boston Scientific Corp

2.01 880.6 Mil
Healthcare