MFS Growth benefits from a strong management duo and access to an impressive analyst team. Together they execute a sound, scalable investment process, supporting Morningstar Analyst Ratings of Silver and Bronze, depending on share class fees.
MFS Growth R4 MFEJX
NAV / 1-Day Return
153.29
/
1.61
%
Total Assets
39.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.660%
Expense Ratio
0.660%
Fee Level
Average
Longest Manager Tenure
18.93
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
27%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MFEJX 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 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.
A high-quality growth option.
