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.
MFS Growth Fund Class R4 MFEJX
- NAV / 1-Day Return 192.83 / +0.37 %
- Total Assets 40.2B
-
Adj. Expense Ratio
0.610%
- Expense Ratio 0.610%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 36%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 1:30 AM GMT+0
Morningstar’s Analysis MFEJX
Will MFEJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MFEJX 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 MFEJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 64.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 15.02 | 6B | Technology |
Alphabet Inc Class A | 9.52 | 4B | Communication Services |
Microsoft Corp | 9.41 | 4B | Technology |
Apple Inc | 9.03 | 4B | Technology |
Amazon.com Inc | 7.24 | 3B | Consumer Cyclical |
Broadcom Inc | 4.37 | 2B | Technology |
Mastercard Inc Class A | 2.85 | 1B | Financial Services |
GE Vernova Inc | 2.82 | 1B | Industrials |
Meta Platforms Inc Class A | 2.80 | 1B | Communication Services |
Amphenol Corp Class A | 1.62 | 667M | Technology |
United States