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MFS Growth R2 MEGRX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 178.42  /  −3.31 %
  • Total Assets 48.0 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 25%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:28 PM GMT+0

Morningstar’s Analysis MEGRX

Will MEGRX 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 MEGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 58.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.69 6.1 Bil
Technology

NVIDIA Corp

11.00 4.9 Bil
Technology

Alphabet Inc Class A

6.67 3.0 Bil
Communication Services

Amazon.com Inc

6.56 2.9 Bil
Consumer Cyclical

Meta Platforms Inc Class A

5.34 2.4 Bil
Communication Services

Apple Inc

5.02 2.3 Bil
Technology

Mastercard Inc Class A

3.24 1.5 Bil
Financial Services

Eli Lilly and Co

2.62 1.2 Bil
Healthcare

Visa Inc Class A

2.50 1.1 Bil
Financial Services

Boston Scientific Corp

2.11 948.1 Mil
Healthcare