MFS Growth Fund

Frequently Asked Questions About MFEIX

What does MFEIX invest in?

The MFS Growth Fund primarily directs its investments toward equity securities. These generally encompass common stocks and other financial instruments that grant an ownership interest (or the future right to obtain one) in a company or other entity. The fund's investment advisor focuses on identifying businesses whose shares are expected to demonstrate above-average earnings expansion, a characteristic that defines what are commonly known as "growth companies," distinguishing them from their peers.

What is the expense ratio of MFEIX?

MFS Growth Fund (MFEIX) charges an expense ratio of 0.61%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MFEIX?

MFS Growth Fund (MFEIX) manages $41.63B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MFEIX actively managed or an index fund?

MFEIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MFEIX launched?

MFS Growth Fund (MFEIX) launched in December 1996 and is managed by the fund issuer.

How has MFEIX performed?

MFEIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.