MFS Growth Fund Class B (MEGBX)

Fund Assets	38.58B
Expense Ratio	1.61%
Min. Investment	$1,000
Turnover	36.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2026

Previous Close	113.51
YTD Return	4.11%
1-Year Return	5.43%
5-Year Return	65.29%
52-Week Low	95.52
52-Week High	142.91
Beta (5Y)	1.17
Holdings	76
Inception Date	Dec 29, 1986

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 Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MEGBX
• Share Class: B
• Index: Russell 1000 Growth TR

Performance

MEGBX had a total return of 5.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.53%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.54%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MFEKX	R6	0.52%
MFEJX	R4	0.61%
MFEIX	I	0.61%
MFEGX	A	0.86%

Top 10 Holdings

51.18% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.93%
Alphabet Inc.	GOOGL	10.62%
Apple Inc.	AAPL	6.58%
Broadcom Inc.	AVGO	4.03%
Microsoft Corporation	MSFT	3.66%
Mastercard Incorporated	MA	2.97%
GE Vernova Inc.	GEV	2.93%
Amazon.com, Inc.	AMZN	2.33%
Seagate Technology Holdings plc	STX	2.07%
Meta Platforms, Inc.	META	2.06%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2026	$1.05252	Aug 3, 2026
Dec 16, 2025	$25.35332	Dec 17, 2025
Jul 31, 2025	$4.12961	Aug 1, 2025
Dec 17, 2024	$25.50349	Dec 18, 2024
Jul 31, 2024	$0.19132	Aug 1, 2024
Dec 19, 2023	$7.90687	Dec 20, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 26, 2026

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