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    MFS Growth R4 (MFEJX)

    72.75 Up 0.67(0.93%) Apr 20

    Profile as of Mar 30, 2015Get Profile for:
    MFS Growth R4
    MFS Series Trust II111 Huntington Avenue, 24th FloorBoston, MA 2199
    Map
    Phone: 800-225-2606
    Fund Overview 
    Category:Large Growth
    Fund Family:MFS
    Net Assets:12.03B
    Year-to-Date Return:3.48%
    Yield:0.00%
    Morningstar Rating:4 stars
    Fund Inception Date:Apr 1, 2005
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Eric B. Fischman
    Lead Manager since Apr 2, 2002
    Eric B. Fischman, is an investment officer and portfolio manager at MFS Investment Management®. He manages growth equity portfolios. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School, a law degree from Boston University School of Law, and a bachelor's degree from Cornell University. He also holds the Certified Financial Analyst designation.
    Investment Information 
    Min Initial Investment:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    MFEJX can be purchased from 43 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund normally invests in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities. The adviser focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies).

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 17, 2014) : 0.00
    Annual Holdings Turnover (Apr 19, 2015) : 33.00%
    Average for Category:56.26%
    Fees & Expenses 
    ExpenseMFEJXCategory Avg
    Annual Report Expense Ratio (net):0.73%1.19%
    Prospectus Net Expense Ratio:0.73%N/A
    Prospectus Gross Expense Ratio:0.76%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: N/A2.18%
    3 Yr Expense Projection*:240523
    5 Yr Expense Projection*:419826
    10 Yr Expense Projection*:9391,670
    * Per $10,000 invested