Nasdaq - Delayed Quote USD

MFS Growth R1 (MFELX)

150.84 +2.06 (+1.38%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 148.78
  • YTD Return 23.79%
  • Expense Ratio 1.60%
  • Category Large Growth
  • Last Cap Gain 57.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 45.7B
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend --
  • Inception Date Apr 1, 2005

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

45.7B

Net Assets

2005-04-01

Inception Date

Performance Overview: MFELX

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Trailing returns as of 11/6/2024. Category is Large Growth.

YTD Return

MFELX
23.79%
Category
12.38%
?

1-Year Return

MFELX
40.39%
Category
41.70%
?

3-Year Return

MFELX
4.57%
Category
22.56%
?

5-Year Return

MFELX
14.10%
Category
21.98%
?

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Holdings: MFELX

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Top 10 Holdings (54.97% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 13.62%
NVDA
NVIDIA Corporation 7.85%
AMZN
Amazon.com, Inc. 6.68%
META
Meta Platforms, Inc. 6.32%
AAPL
Apple Inc. 5.81%
GOOGL
Alphabet Inc. 5.72%
MA
Mastercard Incorporated 3.24%
LLY
Eli Lilly and Company 2.20%
BSX
Boston Scientific Corporation 1.80%
V
Visa Inc. 1.74%

Sector Weightings

Recent News: MFELX

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Research Reports: MFELX

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