MFS Growth Fund Class R2
MEGRX
NASDAQ
| Weiss Ratings | MEGRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MEGRX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Eric B. Fischman (22), Bradford Mak (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MEGRX-NASDAQ | Click to Compare |
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| Fund Name | MFS Growth Fund Class R2 | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MEGRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MEGRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.49% | |||
| Asset Allocation | MEGRX-NASDAQ | Click to Compare |
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| Cash | 0.82% | |||
| Stock | 99.19% | |||
| U.S. Stock | 96.68% | |||
| Non-U.S. Stock | 2.51% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MEGRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.20% | |||
| 30-Day Total Return | -7.72% | |||
| 60-Day Total Return | -5.75% | |||
| 90-Day Total Return | -7.26% | |||
| Year to Date Total Return | -3.97% | |||
| 1-Year Total Return | 11.49% | |||
| 2-Year Total Return | 60.28% | |||
| 3-Year Total Return | 41.35% | |||
| 5-Year Total Return | 89.12% | |||
| Price | MEGRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MEGRX-NASDAQ | Click to Compare |
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| Nav | $159.04 | |||
| 1-Month Low NAV | $159.04 | |||
| 1-Month High NAV | $173.57 | |||
| 52-Week Low NAV | $158.37 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $198.99 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | MEGRX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 19.27 | |||
| Balance Sheet | MEGRX-NASDAQ | Click to Compare |
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| Total Assets | 45.85B | |||
| Operating Ratios | MEGRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.10% | |||
| Turnover Ratio | 33.00% | |||
| Performance | MEGRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.13% | |||
| Last Bear Market Total Return | -19.47% | |||
