Morningstar

MFS Growth Fund Class R4 MFEJX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $190.86  /  −0.43 %
  • Fund Size $36.3B
  • Adjusted Expense Ratio 0.610%
  • Net Expense Ratio 0.610%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis MFEJX

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

  • 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.

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 MFEJX

More MFEJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.19 6B
Technology

Alphabet Inc Class A

10.79 4B
Communication Services

Apple Inc

6.23 2B
Technology

Microsoft Corp

5.20 2B
Technology

Broadcom Inc

3.82 1B
Technology

Mastercard Inc Class A

3.24 1B
Financial Services

Meta Platforms Inc Class A

3.19 1B
Communication Services

Amazon.com Inc

2.67 1B
Consumer Cyclical

Arista Networks Inc

1.99 769M
Technology

Thermo Fisher Scientific Inc

1.97 760M
Healthcare

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