MFS Growth Fund Class R3 (MFEHX)

Fund Assets	20.48B
Expense Ratio	0.85%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	25.69
Dividend Yield	13.65%
Dividend Growth	207.40%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 17, 2024

Previous Close	189.48
YTD Return	4.72%
1-Year Return	39.37%
5-Year Return	110.90%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	70
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 39.37% in the past year. Since the fund's inception, the average annual return has been 13.27%, including dividends.

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%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MFEKX	R6	0.51%
MFEJX	R4	0.60%
MFEIX	I	0.60%
MFEGX	A	0.85%

Top 10 Holdings

55.91% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	11.40%
NVIDIA Corporation	NVDA	8.45%
Amazon.com, Inc.	AMZN	7.79%
Meta Platforms, Inc.	META	6.40%
Apple Inc.	AAPL	5.99%
Alphabet Inc.	GOOGL	5.65%
Tesla, Inc.	TSLA	3.46%
Mastercard Incorporated	MA	3.31%
KKR & Co. Inc.	KKR	1.85%
Visa Inc.	V	1.61%

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