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MFS Growth R3 MFEHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 179.78  /  +1.26 %
  • Total Assets 44.4 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
  • Status Open
  • TTM Yield
  • Turnover 25%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis MFEHX

Will MFEHX 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 MFEHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

14.72 6.0 Bil
Technology

NVIDIA Corp

7.08 2.9 Bil
Technology

Amazon.com Inc

6.40 2.6 Bil
Consumer Cyclical

Alphabet Inc Class A

6.09 2.5 Bil
Communication Services

Apple Inc

5.41 2.2 Bil
Technology

Meta Platforms Inc Class A

4.95 2.0 Bil
Communication Services

Mastercard Inc Class A

3.92 1.6 Bil
Financial Services

Visa Inc Class A

3.32 1.4 Bil
Financial Services

Eli Lilly and Co

2.64 1.1 Bil
Healthcare

Boston Scientific Corp

2.08 850.1 Mil
Healthcare