4 / 5 Stars
5 5 4 4 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#89 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.81 percent over the past year, 15.97 percent over the past three years, 18.50 percent over the past five years, and 9.41 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.6%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||9.4%|
The investment seeks capital appreciation. The fund normally invests in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities. The adviser focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies). The fund may invest its assets in companies of any size and may invest its assets in foreign securities.
Fees are Average compared to funds in the same category.
MFS® Growth Fund has an expense ratio of 1.04 percent.
Risk is Average compared to funds in the same category according to Morningstar.