MFEJX
MFS Growth Fund Class R4
Mutual fund
$201.21+1.85 (+0.93%)Close Oct 2, 2026
Adjusted price
+6.46% total return, past year
Key statistics
- Net assets
- $38.9B
- Expense ratio
- 0.61%
- Share classes
- 9
- 52-week range
- $162.86$223.83
- From all-time high
- −12.19%
- Max drawdown
- −49.55%
- Volatility
- 20.20%
- Sharpe ratio
- 0.69
- Beta (5Y monthly)
- 1.13
Returns
Total
- 1M
- +2.9%
- YTD
- +7.3%
- 1Y
- +6.5%
Per year
- 3Y
- +21.1%
- 5Y
- +9.7%
- 10Y
- +16.0%
- 20Y
- +12.9%
- Since 2005
- +12.7%
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
2005 from Mar 31 · 2026 through Oct 2