Nasdaq - Delayed Quote USD

MFS Growth R6 (MFEKX)

201.67
+0.48
+(0.24%)
At close: 8:01:35 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.31%
5y Average Return 14.02%
Number of Years Up 12
Number of Years Down 1
Best 1Y Total Return (May 20, 2025) 37.81%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 37.81%
Worst 3Y Total Return 3.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFEKX
Category
YTD
-7.65%
12.38%
1-Month
1.35%
5.09%
3-Month
-11.31%
10.28%
1-Year
9.71%
41.70%
3-Year
13.92%
22.56%
5-Year
13.28%
21.98%
10-Year
13.98%
15.99%
Last Bull Market
19.55%
25.99%
Last Bear Market
-19.36%
-17.29%

Annual Total Return (%) History

Year
MFEKX
Category
2025
--
--
2024
31.79%
--
2023
36.25%
--
2022
-31.08%
--
2021
23.76%
--
2020
31.74%
35.86%
2019
37.81%
31.90%
2018
2.68%
-2.09%

2017
30.99%
27.67%
2016
2.55%
3.23%
2015
7.49%
3.60%
2014
8.88%
10.00%
2013
36.74%
33.92%
2012
17.39%
15.34%
2011
--
-2.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.88% -- -- --
2024 16.23% 7.10% 1.09% 4.73%
2023 10.75% 12.18% -2.82% 12.85%
2022 -12.33% -19.36% -6.09% 3.80%
2021 0.40% 12.59% 1.27% 8.11%
2020 -11.75% 24.68% 10.91% 7.95%
2019 17.77% 6.58% 1.15% 8.55%
2018 5.21% 6.58% 8.09% -15.28%
2017 9.72% 6.70% 5.06% 6.51%
2016 -1.48% 1.66% 4.22% -1.75%

2015 3.51% 0.25% -4.52% 8.49%
2014 -0.16% 2.95% 0.86% 5.03%
2013 9.63% 1.56% 10.77% 10.87%
2012 15.35% -5.41% 7.69% -0.10%
2011 8.40% -- -- --

Rank in Category (By Total Return)

YTD 57
1-Month 58
3-Month 76
1-Year 70
3-Year 45
5-Year 66

Load Adjusted Returns

1-Year 9.71%
3-Year 13.92%
5-Year 13.28%
10-Year 13.98%

Performance & Risk

YTD Return 0.31%
5y Average Return 14.02%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family MFS
Net Assets 41.78B
YTD Return -7.65%
Yield 0.15%
Morningstar Rating
Inception Date Dec 29, 1986

Fund Summary

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).

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