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MEGBX

MFS Growth Fund Class B

Mutual fund

$116.95+1.07 (+0.92%)Close Oct 2, 2026

Adjusted price

+5.41% total return, past year

Key statistics

Net assets
$38.9B
Expense ratio
1.61%
Share classes
9
52-week range
$95.52$142.91
From all-time high
−26.03%
Max drawdown
−72.95%
Volatility
22.79%
Sharpe ratio
0.57
Beta (5Y monthly)
1.13

Total

1M
+2.8%
YTD
+6.5%
1Y
+5.4%

Per year

3Y
+19.9%
5Y
+8.6%
10Y
+14.8%
20Y
+11.8%
Since 1986
+10.9%

Fund facts

As of May 31, 2026
Holdings
70
Top 10 holdings
62.8%
Stocks
99.0%
Cash
1.0%

Sectors

Information Technology
49.5%
Communication Services
13.7%
Consumer Discretionary
10.7%
Financials
7.3%
Health Care
5.5%
Other
12.3%

Top holdings

HoldingWeight (%)
NVDANVIDIA Corporation15.3
AAPLApple Inc.9.5
GOOGLAlphabet Inc.9.3
MSFTMicrosoft Corporation7.5
AMZNAmazon.com, Inc.7.3
AVGOBroadcom Inc.4.6
MAMastercard Incorporated2.8
GEVGE Vernova Inc.2.4
METAMeta Platforms, Inc.2.2
Seagate Technology Holdings plc1.8

Annual returns

1986 from Dec 29 · 2026 through Oct 2