Morningstar

MFS Growth Fund Class R2 MEGRX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 159.70  /  −1.56 %
  • Total Assets 40.3B
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 36%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 1:15 AM GMT+0

Morningstar’s Analysis MEGRX

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

  • People Pillar

    The People Pillar is our evaluation of the MEGRX 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 MEGRX’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 MEGRX

More MEGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.29 6B
Technology

Apple Inc

9.51 4B
Technology

Alphabet Inc Class A

9.34 4B
Communication Services

Microsoft Corp

7.54 3B
Technology

Amazon.com Inc

7.34 3B
Consumer Cyclical

Broadcom Inc

4.64 2B
Technology

Mastercard Inc Class A

2.78 1B
Financial Services

GE Vernova Inc

2.35 980M
Industrials

Meta Platforms Inc Class A

2.25 936M
Communication Services

Seagate Technology Holdings PLC

1.83 763M
Technology

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