Nasdaq - Delayed Quote USD

MFS Growth R3 (MFEHX)

177.83 +3.87 (+2.22%)
At close: 8:00 PM EDT
Key Events
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DELL
  • Previous Close 173.96
  • YTD Return 16.13%
  • Expense Ratio 1.60%
  • Category Large Growth
  • Last Cap Gain 57.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 44.72B
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend --
  • Inception Date Apr 1, 1996

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

44.72B

Net Assets

1996-04-01

Inception Date

Performance Overview: MFEHX

Trailing returns as of 4/25/2024. Category is Large Growth.

YTD Return

MFEHX
16.13%
Category
12.38%
 

1-Year Return

MFEHX
42.50%
Category
41.70%
 

3-Year Return

MFEHX
10.01%
Category
22.56%
 

5-Year Return

MFEHX
15.40%
Category
21.98%
 

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Holdings: MFEHX

Top 10 Holdings (57.73% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 14.03%
NVDA
NVDA 9.17%
AMZN
AMZN 6.73%
GOOGL
GOOGL 5.91%
META
META 5.58%
AAPL
AAPL 4.53%
MA
MA 3.79%
V
V 3.05%
LLY
LLY 2.91%
BSX
BSX 2.03%

Sector Weightings

SectorMFEHX
Technology   43.22%
Healthcare   10.87%
Industrials   5.28%
Real Estate   1.14%
Utilities   0.00%
Energy   0.00%

Recent News: MFEHX

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