Nasdaq - Delayed Quote USD
MFS Massachusetts Inv Gr Stk 529A (EISTX)
33.81
-0.02
(-0.06%)
At close: December 22 at 8:00:14 PM EST
Fund Summary
The fund normally invests at least 80% of the fund's net assets in stocks. Stocks 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 advisor focuses on investing the fund's assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies (growth companies).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.34% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -18.94% |
| 5y Average Return | 14.95% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EISTX | Category Average | EISTX | Category Average | EISTX | Category Average | |
| Alpha | 1.02 | 0.03 | 2.88 | 0.04 | 0.89 | 0.01 |
| BETA | 0.96 | 0.01 | 0.96 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 1.27 | 0.02 | 1.38 | 0.02 | 1.2 | 0.01 |
| R-squared | 96.32 | 0.89 | 95.98 | 0.87 | 94 | 0.87 |
| Standard Deviation | 18.26 | 0.2 | 16.13 | 0.16 | 13.69 | 0.15 |
| Sharpe Ratio | -0.12 | 0.01 | 0.36 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | 14.39 | 0.21 | 15.93 | 0.21 | 14.02 | 0.15 |
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