Advertisement
Skip to Content
Morningstar

MFS Growth R3 MFEHX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 133.26  /  1.70 %
  • Total Assets 36.2 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 16%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MFEHX

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

People Pillar

The People Pillar is our evaluation of the MFEHX 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 MFEHX’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.

Unlock our full analysis with Morningstar Investor