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Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 129.14  /  −1.09 %
  • Total Assets 43.1 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level Below Average
  • Share Class Type
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield
  • Turnover 25%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MEGBX

Will MEGBX outperform in future?

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

Down a comanager but still a good long-term option.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Despite the loss of a comanager, MFS Growth is still buoyed by a pair of adept comanagers, and it remains a strong option for investors seeking U.S. large-growth exposure.

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Portfolio Holdings MEGBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

14.13 6.2 Bil
Technology

NVIDIA Corp

8.40 3.7 Bil
Technology

Amazon.com Inc

6.73 3.0 Bil
Consumer Cyclical

Meta Platforms Inc Class A

5.74 2.5 Bil
Communication Services

Alphabet Inc Class A

5.55 2.4 Bil
Communication Services

Apple Inc

4.89 2.1 Bil
Technology

Mastercard Inc Class A

3.83 1.7 Bil
Financial Services

Visa Inc Class A

3.17 1.4 Bil
Financial Services

Eli Lilly and Co

2.84 1.2 Bil
Healthcare

Boston Scientific Corp

2.01 880.6 Mil
Healthcare