Nasdaq - Delayed Quote USD

MFS Growth R6 (MFEKX)

227.11 +0.70 (+0.31%)
At close: 8:00 PM EST
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DELL
  • Previous Close 226.41
  • YTD Return 24.92%
  • Expense Ratio 0.51%
  • Category Large Growth
  • Last Cap Gain 57.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 45.7B
  • Beta (5Y Monthly) 1.10
  • Yield 0.15%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.33
  • Inception Date Apr 1, 2005

The fund normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

MFS

Fund Family

Large Growth

Fund Category

45.7B

Net Assets

2005-04-01

Inception Date

Performance Overview: MFEKX

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Trailing returns as of 11/21/2024. Category is Large Growth.

YTD Return

MFEKX
24.92%
Category
12.38%
?

1-Year Return

MFEKX
41.92%
Category
41.70%
?

3-Year Return

MFEKX
5.72%
Category
22.56%
?

5-Year Return

MFEKX
15.35%
Category
21.98%
?

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Holdings: MFEKX

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Top 10 Holdings (54.97% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 13.62%
NVDA
NVDA 7.85%
AMZN
AMZN 6.68%
META
META 6.32%
AAPL
AAPL 5.81%
GOOGL
GOOGL 5.72%
MA
MA 3.24%
LLY
LLY 2.20%
BSX
BSX 1.80%
V
V 1.74%

Sector Weightings

Recent News: MFEKX

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Research Reports: MFEKX

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