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.
MFS Growth A MFEGX
- NAV / 1-Day Return 201.58 / +0.95 %
- Total Assets 47.9 Bil
-
Adj. Expense Ratio
- 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 —
- Turnover 25%
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:22 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.69 | 6.1 Bil | Technology |
NVIDIA Corp | 11.00 | 4.9 Bil | Technology |
Alphabet Inc Class A | 6.67 | 3.0 Bil | Communication Services |
Amazon.com Inc | 6.56 | 2.9 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 5.34 | 2.4 Bil | Communication Services |
Apple Inc | 5.02 | 2.3 Bil | Technology |
Mastercard Inc Class A | 3.24 | 1.5 Bil | Financial Services |
Eli Lilly and Co | 2.62 | 1.2 Bil | Healthcare |
Visa Inc Class A | 2.50 | 1.1 Bil | Financial Services |
Boston Scientific Corp | 2.11 | 948.1 Mil | Healthcare |