About MEGBX
MFS Growth Fund Class B is an actively managed mutual fund that targets long-term capital appreciation by investing primarily in equity securities. The fund focuses on identifying and holding shares in companies with the potential for sustained, above-average earnings growth—often emphasizing high-quality businesses possessing competitive advantages, strong market positions, and pricing power. It typically allocates assets to large-cap growth stocks, with significant exposure to sectors like technology and consumer services. Notable holdings historically include major corporations such as Microsoft, NVIDIA, Amazon, Meta Platforms, Apple, and Alphabet, reflecting its tilt toward established leaders in U.S. growth industries. The fund employs in-depth fundamental analysis and valuation assessment in constructing its portfolio, seeking to capture growth opportunities overlooked or underappreciated by the broader market. Since its inception in 1986, MFS Growth Fund Class B has played a prominent role for investors seeking capital growth within diversified mutual fund strategies, aligning its benchmark with the Russell 1000 Growth Index to measure performance against leading U.S. growth stocks.
Fund Family MFS
Category Large-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MEGBX
Share Class B
Index Russell 1000 Growth TR
MEGBX had a total return of 6.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.56%.
