MEGRX
MFS Growth Fund Class R2
Mutual fund
$164.83+1.50 (+0.92%)Close Oct 2, 2026
Adjusted price
+5.92% total return, past year
Key statistics
- Net assets
- $38.9B
- Expense ratio
- 1.11%
- Share classes
- 9
- 52-week range
- $133.92$189.19
- From all-time high
- −17.17%
- Max drawdown
- −49.91%
- Volatility
- 19.88%
- Sharpe ratio
- 0.66
- Beta (5Y monthly)
- 1.13
Returns
Total
- 1M
- +2.8%
- YTD
- +6.9%
- 1Y
- +5.9%
Per year
- 3Y
- +20.5%
- 5Y
- +9.2%
- 10Y
- +15.4%
- 20Y
- +12.3%
- Since 2003
- +11.7%
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%
Annual returns
2003 from Oct 30 · 2026 through Oct 2