MFS Growth Fund Class R4 (MFEJX)

Fund Assets	48.19B
Expense Ratio	0.60%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	25.81
Dividend Yield	12.78%
Dividend Growth	208.79%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 17, 2024

Previous Close	203.37
YTD Return	3.84%
1-Year Return	39.11%
5-Year Return	111.74%
52-Week Low	181.85
52-Week High	229.15
Beta (5Y)	1.08
Holdings	70
Inception Date	Mar 31, 2005

About MFEJX

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).

• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MFEJX
• Share Class: R4
• Index: Russell 1000 Growth TR

Performance

MFEJX had a total return of 39.11% in the past year. Since the fund's inception, the average annual return has been 13.47%, including dividends.

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%
MFEIX	I	0.60%
MFEHX	R3	0.85%
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	$0.30737	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