Brad Mak's upcoming appointment as comanager of MFS Growth adds resources to the strategy but does not change its Morningstar Analyst Rating of Silver or Bronze, depending on fees.
MFS Growth B MEGBX
NAV / 1-Day Return
127.44
/
0.55
%
Total Assets
43.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.620%
Expense Ratio
1.620%
Fee Level
Below Average
Longest Manager Tenure
19.21
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Closed
TTM Yield
0.00%
Turnover
27%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MEGBX outperform in 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 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.
MFS Growth Adds a Comanager; Ratings Unchanged
