MFS Growth Fund Class R3
MFEHX
NASDAQ
| Weiss Ratings | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Eric B. Fischman (22), Bradford Mak (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Growth Fund Class R3 | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.49% | |||
| Asset Allocation | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -3.20% | |||
| 30-Day Total Return | -7.71% | |||
| 60-Day Total Return | -5.72% | |||
| 90-Day Total Return | -7.21% | |||
| Year to Date Total Return | -3.94% | |||
| 1-Year Total Return | 11.76% | |||
| 2-Year Total Return | 61.08% | |||
| 3-Year Total Return | 42.40% | |||
| 5-Year Total Return | 91.49% | |||
| Price | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $174.16 | |||
| 1-Month Low NAV | $174.16 | |||
| 1-Month High NAV | $190.04 | |||
| 52-Week Low NAV | $171.11 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $215.38 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.96 | |||
| Standard Deviation | 19.28 | |||
| Balance Sheet | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 45.85B | |||
| Operating Ratios | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.85% | |||
| Turnover Ratio | 33.00% | |||
| Performance | MFEHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.30% | |||
| Last Bear Market Total Return | -19.43% | |||
