MFEKX:NASDAQ
MFS Growth Fund Class R6 – MFEKX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 167.36 | -10.71 (-6.01%) | 167.36 - 238.64 | -- |
Market data as of 12:00AM 04/04/25. Quotes are delayed by at least 15 min.
Overview - MFEKX
The investment seeks capital appreciation.
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).
Growth of $10,000 (10 Years)
| Total Return | 15.25% |
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| Yield (Trailing 12 Mo.) | 0.16% |
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| Expense Ratio | 0.50% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $0.00 |
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| Management Tenure | 23 Years |
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| Fund Inception | 08/26/2011 |
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Trailing Total Returns - MFEKX
as of 03/31/2025
| Timeframe | MFEKX | S&P 500 | Large Growth |
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| 1 Month | -8.36% | -5.63% | -8.05% |
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| 3 Month | -8.88% | -4.27% | -8.49% |
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| Year-to-Date | -8.88% | -4.27% | -8.49% |
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| 1 Year | 3.32% | 8.25% | 5.01% |
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| 3 Year | 8.75% | 9.06% | 7.76% |
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| 5 Year | 15.81% | 18.59% | 16.99% |
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| 10 Year | 13.76% | 12.50% | 12.61% |
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| Since Inception | 15.25% | 10.98% | -- |
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Sector Allocation - MFEKX
as of 03/31/2025
| Basic Materials | | 2.09% |
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| Consumer Cyclical | | 12.17% |
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| Financial Services | | 11.95% |
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| Real Estate | | 0.78% |
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| Consumer Defensive | | 1.39% |
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| Healthcare | | 7.62% |
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| Utilities | | 1.81% |
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| Communication Services | | 17.28% |
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| Energy | | 0.99% |
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| Industrials | | 5.53% |
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| Technology | | 38.39% |
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Asset Allocation - MFEKX
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 96.21 | 96.21 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 2.51 | 2.51 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 98.72 | 98.72 |
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| Cash | -- | | | 1.28 | 1.28 |
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| Total Net Assets | $41.80B |
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| Total Stock Holdings | 71 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - MFEKX
as of 03/31/2025
Valuation & Growth - MFEKX
as of 03/31/2025
| Valuation | MFEKX | Category Range |
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| Price/Earnings | 35.37 | |
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| Price/Book | 9.35 | |
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| Price/Sales | 7.35 | |
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| Price/Cash Flow | 25.37 | |
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| Dividend Yield | 0.54 | |
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| LT Earnings | 12.83 | |
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| Historical Earnings | 20.27 | |
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| Sales Growth | 11.52 | |
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| Cash-Flow Growth | 20.35 | |
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| Book-Value Growth | 13.44 | |
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