MFEIX - MFS Growth I

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS Growth I

MFS Series Trust II

111 Huntington Avenue, 24th Floor

Boston, MA 2199

800-225-2606
Management Information
Eric B. Fischman,Lead Manager since April 1, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyMFS
Net Assets18.88B
YTD Return12.08%
Yield0.05%
Morningstar Rating★★★★
Inception DateJan 1, 1997

Fund Operations

Last Dividend0.05
Last Cap Gain0.00
Holdings Turnover21.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMFEIXCategory Average
Annual Report Expense Ratio (net)0.69%1.08%
Prospectus Net Expense Ratio0.69%N/A
Prospectus Gross Expense Ratio0.69%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.57%
3 Yr Expense Projection221N/A
5 Yr Expense Projection384N/A
10 Yr Expense Projection859N/A