MFS Growth R4 Fund (MFEJX) seeks appreciation of capital. MFEJX invests heavily in equity securities, including common stocks and other related stocks of different companies. MFEJX focuses on investing in common stocks of those companies, which are expected to have above-average growth potential.
This All Cap Growth product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 11.5% and 5 year 16.2%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
MFEJX’s performance, as of the last filing, when compared to funds in its category was in the top 26% over the past 1 year, and in the top 20% over the past 3 years and in the top 22% over the past 5 years.
The MFS Growth R4 fund, as of the last filing, allocates their fund in top two major groups; Large Growth and Foreign Stock. Further, as of the last filing, Alphabet Inc, Facebook Inc and Amazon.com Inc were the top holdings for MFEJX.
This Zacks Rank #2 (Buy) was incepted in April 2005 and is managed by MFS. MFEJX carries an expense ratio of 0.72% and requires a minimal initial investment of $ 0.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (MFEJX): Fund Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
Zacks Investment Research – All Commentary Articles