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MFS Growth R4 (MFEJX)

69.19 Up 0.27(0.39%) Jul 30

Profile as of Jun 29, 2014Get Profile for:
MFS Growth R4
111 Huntington Avenue24th Floor
Phone: 800-225-2606
Fund Overview 
Category:Large Growth
Fund Family:MFS
Net Assets:10.89B
Year-to-Date Return:2.74%
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 42 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). The fund may invest its assets in companies of any size and may invest its assets in foreign securities.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (May 29, 2014) : 0.00
Annual Holdings Turnover (Jul 27, 2014) : 32.00%
Average for Category:50.19%
Fees & Expenses 
ExpenseMFEJXCategory Avg
Annual Report Expense Ratio (net):0.79%1.21%
Prospectus Net Expense Ratio:0.76%N/A
Prospectus Gross Expense Ratio:0.78%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:247546
5 Yr Expense Projection*:431866
10 Yr Expense Projection*:9641,745
* Per $10,000 invested