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-Cap 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 7.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.26%.
