Morningstar

MFS Growth Fund Class R6 MFEKX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $214.23  /  +0.71 %
  • Fund Size $39.0B
  • Adjusted Expense Ratio 0.520%
  • Net Expense Ratio 0.520%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis MFEKX

Will MFEKX 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 MFEKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFEKX 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 MFEKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Newfound flexibility.

Principal Jack Shannon

Jack Shannon

Principal

Summary

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.

by Jack Shannon
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Portfolio Holdings MFEKX

More MFEKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.61 6B
Technology

Alphabet Inc Class A

10.62 4B
Communication Services

Apple Inc

6.02 2B
Technology

Microsoft Corp

5.13 2B
Technology

Broadcom Inc

4.01 2B
Technology

Mastercard Inc Class A

3.46 1B
Financial Services

Amazon.com Inc

2.78 1B
Consumer Cyclical

Meta Platforms Inc Class A

2.44 949M
Communication Services

Arista Networks Inc

1.91 743M
Technology

GE Vernova Inc

1.89 737M
Industrials

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