MFS Growth Fund Class R3 (MFEHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
165.08
-4.44 (-2.62%)
Mar 28, 2025, 5:00 PM EST
-9.45%
Fund Assets 20.48B
Expense Ratio 0.83%
Min. Investment $0.00
Turnover n/a
Dividend (ttm) 25.69
Dividend Yield 15.16%
Dividend Growth 207.40%
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 17, 2024
Previous Close 169.52
YTD Return -5.96%
1-Year Return 18.91%
5-Year Return 141.98%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 69
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 18.91% in the past year. Since the fund's inception, the average annual return has been 12.59%, including dividends.

Equivalent Funds

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

Symbol Provider Name Expense Ratio
undefined Fidelity Fidelity® Large Cap Growth Enhanced Index Fund 0.39%
undefined Fidelity Fidelity Blue Chip Growth K6 Fund 0.46%
undefined Fidelity Fidelity Series Large Cap Growth Index Fund n/a
undefined Fidelity Fidelity Blue Chip Growth Fund 0.69%
undefined 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 0.51%
MFEJX R4 0.60%
MFEIX I 0.60%
MFEGX A 0.85%

Top 10 Holdings

54.89% of assets
Name Symbol Weight
Microsoft Corporation MSFT 10.78%
Amazon.com, Inc. AMZN 8.20%
Meta Platforms, Inc. META 7.32%
NVIDIA Corporation NVDA 7.29%
Alphabet Inc. GOOGL 5.84%
Apple Inc. AAPL 5.42%
Mastercard Incorporated MA 3.35%
Tesla, Inc. TSLA 2.98%
KKR & Co. Inc. KKR 2.00%
Boston Scientific Corporation BSX 1.69%
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