About MEGRX
MFS Growth Fund Class R2 is an open-end mutual fund designed to seek capital appreciation by investing primarily in equity securities of growth-oriented companies. The fund targets businesses that demonstrate the potential for consistent, above-average growth, focusing on those with strong fundamentals, durable competitive advantages, high barriers to entry, pricing power, and robust margin expansion capabilities. Its strategy emphasizes high-quality companies that the management team believes are undervalued by the market in terms of their long-term growth prospects. The fund regularly holds prominent positions in leading technology and consumer-focused firms, including Microsoft, Amazon.com, Meta Platforms, NVIDIA, Apple, and Alphabet. Benchmarked against the Russell 1000 Growth Index, the fund plays a significant role in offering investors exposure to large-cap U.S. growth stocks. Since its inception in 1986, MFS Growth Fund Class R2 has served institutional and eligible retirement investors seeking a diversified portfolio of established and innovative companies driving growth within the U.S. economy.
Fund Family MFS
Category Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MEGRX
Share Class R2
Index Russell 1000 Growth TR
MEGRX had a total return of 5.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.21%.
