MFS Growth A (MFEGX)

Fund Assets	46.35B
Expense Ratio	0.83%
Min. Investment	$1,000
Turnover	33.00%
Dividend (ttm)	29.63
Dividend Yield	14.17%
Dividend Growth	265.92%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2025

Previous Close	198.56
YTD Return	7.93%
1-Year Return	35.53%
5-Year Return	103.45%
52-Week Low	148.93
52-Week High	216.70
Beta (5Y)	1.08
Holdings	67
Inception Date	Sep 13, 1993

About MFEGX

The fund normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

• Fund Family: MFS
• Category: Large Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: MFEGX
• Share Class: A
• Index: Russell 1000 Growth TR

Performance

MFEGX had a total return of 35.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.92%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FLGEX	Fidelity	Fidelity Large Cap Growth Enhanced Index Fund	0.39%
FBCGX	Fidelity	Fidelity Blue Chip Growth K6	0.46%
FHOFX	Fidelity	Fidelity Series Large Cp Grwth Idx	n/a
LGILX	Schwab	Schwab Select Large Cap Growth Fund	0.75%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.69%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MFEKX	R6	0.49%
MFEIX	I	0.58%
MFEJX	R4	0.58%
MFEHX	R3	0.83%

Top 10 Holdings

61.21% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	15.74%
Microsoft Corporation	MSFT	14.28%
Amazon.com, Inc.	AMZN	8.01%
Meta Platforms, Inc.	META	6.57%
Apple Inc.	AAPL	3.91%
Alphabet Inc.	GOOGL	3.64%
Mastercard Incorporated	MA	3.30%
Netflix, Inc.	NFLX	2.21%
GE Vernova Inc.	GEV	1.90%
Howmet Aerospace Inc.	HWM	1.67%

Dividend History

Ex-Dividend	Amount	Pay Date
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
Jul 31, 2023	$0.45192	Aug 1, 2023
Dec 13, 2022	$1.3919	Dec 14, 2022