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MFS Growth R4 MFEJX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 182.01  /  1.07 %
  • Total Assets 42.9 Bil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 25%

Morningstar’s Analysis MFEJX

Will MFEJX 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 MFEJX

  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 56.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
14.72
6,018,466,645
Technology
7.08
2,894,348,212
Technology
6.40
2,618,035,277
Consumer Cyclical
6.09
2,488,190,991
Communication Services
5.41
2,211,797,048
Technology
4.95
2,025,215,179
Communication Services
3.92
1,604,292,422
Financial Services
3.32
1,356,309,614
Financial Services
2.64
1,078,174,510
Healthcare
2.08
850,141,461
Healthcare