MFS Growth R4 (MFEJX)

Fund Assets	38.90B
Expense Ratio	0.61%
Min. Investment	$1,000
Turnover	36.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2026

Previous Close	198.85
YTD Return	6.05%
1-Year Return	5.31%
5-Year Return	67.85%
52-Week Low	162.86
52-Week High	223.83
Beta (5Y)	0.90
Holdings	78
Inception Date	Apr 1, 2005

About MFEJX

MFS Growth Fund Class R4 is an actively managed mutual fund focused on achieving long-term capital appreciation through investments primarily in equity securities. The fund targets growth-oriented companies, emphasizing businesses with the potential for sustained, above-average earnings growth—often those with competitive advantages, high market entry barriers, pricing power, and the ability to expand margins. While the portfolio may hold stocks across various sectors and company sizes, it predominantly invests in large-cap U.S. enterprises, several of which are leaders in the technology, consumer cyclical, and financial services industries. The fund employs a bottom-up, fundamentally driven investment process, complemented by selective quantitative screening to identify promising issuers. With no initial sales charge for Class R4 shares and a competitive net expense ratio, MFS Growth Fund Class R4 serves as a core growth holding for retirement and institutional investors seeking exposure to high-growth equities within the large-cap segment of the U.S. market.

• Fund Family: MFS
• Category: Large Growth
• Performance Rating: 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 5.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.14%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.54%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MFEKX	R6	0.52%
MFEIX	I	0.61%
MFEGX	A	0.86%
MFEHX	R3	0.86%

Top 10 Holdings

53.80% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	14.51%
Alphabet Inc.	GOOGL	11.39%
Apple Inc.	AAPL	6.35%
Microsoft Corporation	MSFT	4.41%
Broadcom Inc.	AVGO	4.31%
Mastercard Incorporated	MA	3.44%
Amazon.com, Inc.	AMZN	2.97%
Meta Platforms, Inc.	META	2.43%
GE Vernova Inc.	GEV	2.13%
Arista Networks, Inc.	ANET	1.85%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2026	$1.05252	Aug 3, 2026
Dec 16, 2025	$25.35332	Dec 17, 2025
Jul 31, 2025	$4.12961	Aug 1, 2025
Dec 17, 2024	$25.50349	Dec 18, 2024
Jul 31, 2024	$0.30737	Aug 1, 2024
Dec 19, 2023	$7.90687	Dec 20, 2023

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Sep 25, 2026

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