Morningstar

MFS Active Growth ETF MFSG

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MFSG

Will MFSG outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFSG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFSG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MFSG’s parent organization’s priorities and whether they’re in line with investors’ interests.

A new wrapper for established active management.

Principal Jack Shannon

Jack Shannon

Principal

Summary

MFS Active Growth ETF is a new way to access large-cap growth exposure from MFS. While there are some unique aspects to this portfolio, it benefits from many of the same advantages as its mutual fund cousins, namely, MFS' talented research organization and a sensible, long-term investment process.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MFSG

More MFSG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.63 56M
Technology

Alphabet Inc Class A

11.19 43M
Communication Services

Apple Inc

6.18 24M
Technology

Microsoft Corp

5.27 20M
Technology

Visa Inc Class A

3.29 13M
Financial Services

Broadcom Inc

3.27 13M
Technology

Amazon.com Inc

2.87 11M
Consumer Cyclical

Meta Platforms Inc Class A

2.49 10M
Communication Services

GE Vernova Inc

1.97 8M
Industrials

Arista Networks Inc

1.89 7M
Technology

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