Morningstar

MFS Growth A MFEGX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 197.54  /  +0.86 %
  • Total Assets 46.4 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 25%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis MFEGX

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

  • People Pillar

    The People Pillar is our evaluation of the MFEGX 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 MFEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MFEGX

More MFEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.36 6.1 Bil
Technology

NVIDIA Corp

7.80 3.6 Bil
Technology

Amazon.com Inc

6.48 3.0 Bil
Consumer Cyclical

Alphabet Inc Class A

6.11 2.8 Bil
Communication Services

Meta Platforms Inc Class A

5.82 2.7 Bil
Communication Services

Apple Inc

5.78 2.7 Bil
Technology

Mastercard Inc Class A

3.21 1.5 Bil
Financial Services

Eli Lilly and Co

2.56 1.2 Bil
Healthcare

Boston Scientific Corp

1.93 886.6 Mil
Healthcare

Visa Inc Class A

1.82 837.3 Mil
Financial Services

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