MEGBX – Fund Analysis – MFS Growth B | Morningstar

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Will MEGBX outperform in the future?

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Process Pillar

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

The People Pillar is our evaluation of the MEGBX 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 MEGBX’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

Rated on Apr 27, 2026 Published on Apr 27, 2026

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