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MFS Growth R6 (MFEKX)

207.66 +1.19 (+0.58%)
At close: 6:27:51 PM EDT
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  • Previous Close 206.47
  • YTD Return 1.98%
  • Expense Ratio 0.52%
  • Category Large Growth
  • Last Cap Gain 70.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 38.58B
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.33
  • 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). The fund is non-diversified.

MFS

Fund Family

Large Growth

Fund Category

38.58B

Net Assets

2005-04-01

Inception Date

Performance Overview

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Trailing returns as of 8/18/2026. Category is Large Growth.

YTD Return

MFEKX
1.98%
Category
12.38%

1-Year Return

MFEKX
3.12%
Category
41.70%

3-Year Return

MFEKX
17.41%
Category
22.56%

5-Year Return

MFEKX
8.43%
Category
21.98%

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Holdings

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Top 10 Holdings (53.80% of Total Assets)

Symbol Company % Assets
NVDA 14.51%
GOOGL 11.39%
AAPL 6.35%
MSFT 4.41%
AVGO 4.31%
MA 3.44%
AMZN 2.97%
META 2.43%
GEV 2.13%
ANET 1.85%

Sector Weightings

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