MFS Growth R4

Frequently Asked Questions About MFEJX

What does MFEJX invest in?

This fund primarily allocates its capital to equity investments. These typically include common shares and other financial instruments that represent an ownership stake, or the future right to acquire one, in a company or other entity. The fund's advisor concentrates on selecting stocks of businesses that they believe demonstrate an above-average potential for earnings growth compared to their counterparts, often referred to as "growth companies."

What is the expense ratio of MFEJX?

MFS Growth R4 (MFEJX) charges an expense ratio of 0.61%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MFEJX?

MFS Growth R4 (MFEJX) 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 MFEJX actively managed or an index fund?

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

When was MFEJX launched?

MFS Growth R4 (MFEJX) launched in March 2005 and is managed by the fund issuer.

How has MFEJX performed?

MFEJX'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.