MFS Growth Fund Class R4 (MFEJX)
| Fund Assets | 42.41B |
| Expense Ratio | 0.58% |
| Min. Investment | $0.00 |
| Turnover | 36.00% |
| Dividend (ttm) | 29.48 |
| Dividend Yield | 16.28% |
| Dividend Growth | 14.23% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 16, 2025 |
| Previous Close | 182.71 |
| YTD Return | -3.93% |
| 1-Year Return | 7.95% |
| 5-Year Return | 65.66% |
| 52-Week Low | 137.00 |
| 52-Week High | 196.93 |
| Beta (5Y) | n/a |
| Holdings | 70 |
| 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.
Performance
MFEJX had a total return of 7.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.05%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
61.31% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 14.01% |
| Microsoft Corporation | MSFT | 12.32% |
| Alphabet Inc. | GOOGL | 8.24% |
| Amazon.com, Inc. | AMZN | 6.84% |
| Apple Inc. | AAPL | 6.83% |
| Mastercard Incorporated | MA | 3.43% |
| Meta Platforms, Inc. | META | 3.22% |
| Broadcom Inc. | AVGO | 2.87% |
| Amphenol Corporation | APH | 1.85% |
| GE Vernova Inc. | GEV | 1.71% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Jul 31, 2023 | $0.45192 | Aug 1, 2023 |