MFS Growth Fund Class R3 (MFEHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
164.56
+4.31 (2.69%)
Apr 24, 2025, 4:00 PM EDT
-6.52%
Fund Assets 20.48B
Expense Ratio 0.83%
Min. Investment $0.00
Turnover n/a
Dividend (ttm) 25.69
Dividend Yield 16.03%
Dividend Growth 207.40%
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 17, 2024
Previous Close 160.25
YTD Return -11.62%
1-Year Return 15.75%
5-Year Return 104.15%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 72
Inception Date Apr 1, 2005

About MFEHX

The MFS Growth Fund Class R3 (MFEHX) seeks to provide long-term growth of capital. MFEHX invests primarily in common stocks that MFS believes are early in their life cycle and has the potential to become major enterprises (emerging growth companies).

Category Large Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MFEHX
Share Class R3
Index Russell 1000 Growth TR

Performance

MFEHX had a total return of 15.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.19%.

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 Fund 0.46%
FHOFX Fidelity Fidelity Series Large Cap Growth Index Fund n/a
FBGRX Fidelity Fidelity Blue Chip Growth Fund 0.69%
FBGKX Fidelity Fidelity Blue Chip Growth Fund - Class K 0.59%

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%
MFEGX A 0.83%

Top 10 Holdings

53.70% of assets
Name Symbol Weight
Microsoft Corporation MSFT 10.48%
NVIDIA Corporation NVDA 7.89%
Amazon.com, Inc. AMZN 7.70%
Meta Platforms, Inc. META 7.46%
Apple Inc. AAPL 5.78%
Alphabet Inc. GOOGL 5.08%
Mastercard Incorporated MA 3.73%
Netflix, Inc. NFLX 1.96%
Visa Inc. V 1.85%
Boston Scientific Corporation BSX 1.79%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
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
Dec 14, 2021 $4.65025 Dec 15, 2021
Full Dividend History