Nasdaq - Delayed Quote USD

MFS Growth R2 (MEGRX)

181.18 -1.04 (-0.57%)
At close: September 27 at 8:00 PM EDT
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DELL
  • Previous Close 182.22
  • YTD Return 23.25%
  • Expense Ratio 1.10%
  • Category Large Growth
  • Last Cap Gain 57.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 46.01B
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend --
  • Inception Date Aug 26, 2011

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).

MFS

Fund Family

Large Growth

Fund Category

46.01B

Net Assets

2011-08-26

Inception Date

Performance Overview: MEGRX

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Trailing returns as of 9/27/2024. Category is Large Growth.

YTD Return

MEGRX
23.25%
Category
12.38%
 

1-Year Return

MEGRX
31.39%
Category
41.70%
 

3-Year Return

MEGRX
5.12%
Category
22.56%
 

5-Year Return

MEGRX
14.57%
Category
21.98%
 

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Holdings: MEGRX

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Top 10 Holdings (54.88% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 13.36%
NVDA
NVIDIA Corporation 7.80%
AMZN
Amazon.com, Inc. 6.48%
GOOGL
Alphabet Inc. 6.11%
META
Meta Platforms, Inc. 5.82%
AAPL
Apple Inc. 5.78%
MA
Mastercard Incorporated 3.21%
LLY
Eli Lilly and Company 2.56%
BSX
Boston Scientific Corporation 1.93%
V
Visa Inc. 1.82%

Sector Weightings

SectorMEGRX
Technology   39.97%
Healthcare   11.93%
Industrials   5.90%
Real Estate   0.88%
Energy   0.67%
Utilities   0.33%

Recent News: MEGRX

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Research Reports: MEGRX

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