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MFS Growth R1 MFELX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 137.98  /  +0.91 %
  • Total Assets 45.8 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 25%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MFELX

Will MFELX 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 MFELX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 58.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.60 5.8 Bil
Technology

NVIDIA Corp

9.19 3.9 Bil
Technology

Amazon.com Inc

6.89 2.9 Bil
Consumer Cyclical

Alphabet Inc Class A

6.67 2.8 Bil
Communication Services

Meta Platforms Inc Class A

5.21 2.2 Bil
Communication Services

Apple Inc

4.72 2.0 Bil
Technology

Mastercard Inc Class A

3.72 1.6 Bil
Financial Services

Visa Inc Class A

3.08 1.3 Bil
Financial Services

Eli Lilly and Co

2.91 1.2 Bil
Healthcare

Boston Scientific Corp

2.23 945.1 Mil
Healthcare