Nasdaq - Delayed Quote USD

MFS Growth R4 (MFEJX)

186.70 -0.37 (-0.20%)
At close: 8:00 PM EDT

Fund Summary

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).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.51%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 3

Performance & Risk

YTD Return 12.31%
5y Average Return 14.12%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MFEJXCategory AverageMFEJXCategory AverageMFEJXCategory Average
Alpha -1.59 0.03 0.8 0.04 1.66 0.01
BETA 1.12 0.01 1 0.01 1 0.01
Mean Annual Return 1 0.02 1.38 0.02 1.26 0.01
R-squared 89.8 0.89 88.55 0.87 87.18 0.87
Standard Deviation 20.75 0.2 19.54 0.16 16.3 0.15
Sharpe Ratio 0.44 0.01 0.74 0.01 0.84 0.01
Treynor Ratio 6.56 0.21 13.54 0.21 13.15 0.15

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