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Morningstar

MFS Growth B MEGBX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 99.44  /  1.59 %
  • Total Assets 35.0 Bil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level Below Average
  • Share Class Type —
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 16%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MEGBX

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.

Continues to be a compelling long-term option.

Senior Analyst

Summary

| by Jack Shannon

MFS Growth recently added a comanager to an already impressive team that executes a sound investment process. The strategy’s share classes earn Morningstar Analyst Ratings of Silver or Bronze depending on fees.

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