Nasdaq - Delayed Quote USD

MFS Growth R1 (MFELX)

127.68 -1.26 (-0.98%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 128.94
  • YTD Return 15.92%
  • 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) 1.11
  • 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: MFELX

Trailing returns as of 4/24/2024. Category is Large Growth.

YTD Return

MFELX
15.92%
Category
12.38%
 

1-Year Return

MFELX
41.43%
Category
41.70%
 

3-Year Return

MFELX
9.19%
Category
22.56%
 

5-Year Return

MFELX
14.54%
Category
21.98%
 

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Holdings: MFELX

Top 10 Holdings (57.28% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 14.13%
NVDA
NVIDIA Corporation 8.40%
AMZN
Amazon.com, Inc. 6.73%
META
Meta Platforms, Inc. 5.74%
GOOGL
Alphabet Inc. 5.55%
AAPL
Apple Inc. 4.89%
MA
Mastercard Incorporated 3.83%
V
Visa Inc. 3.17%
LLY
Eli Lilly and Company 2.84%
BSX
Boston Scientific Corporation 2.01%

Sector Weightings

SectorMFELX
Technology   43.02%
Healthcare   11.18%
Industrials   5.71%
Real Estate   1.05%
Utilities   0.00%
Energy   0.00%

Recent News: MFELX

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