MFS Core Growth W
500 Boylston St 15 Th Fl Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Large Growth | | Fund Family: | MFS | | Net Assets: | 4.83M | | Year-to-Date Return: | -4.08% | | Yield: | 0.27% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Apr-06 |
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Stephen Pesek
Lead Manager since
02-Jan-96 | | | Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions.Joined MFS in 1994 as an Equity Research Analyst following pharmaceuticals and electronics; named Portfolio Manager in 1996.Previous experience includes: six years as a Security Analyst and Portfolio Manager for Fidelity Management & Research Company; and two years as a Research Associate for Cambridge Associates, Inc. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests assets primarily in equity securities. It focuses on investing in the stock of growth companies. The fund generally focuses on companies with large capitalizations While it may invest in companies of any size. It may invest in foreign securities and derivatives. |
| Last Dividend
(10-Dec-09):
| 0.04 | | Last Cap Gain
(1-May-08):
| 1.08 | | Annual Holdings Turnover
| 589.00% | | Average for Category:
| 109.93% |
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| Expense | MFCWX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.33% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 355 | $653 | | 5 Yr Expense Projection*: |
$ 616 | $1,027 | | 10 Yr Expense Projection*: |
$ 1,362 | $2,050 |
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0.33% Nasdaq 
0.18 (1.22%) 
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