3 / 5 Stars
3 4 5 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 22.20 percent over the past year, 14.05 percent over the past three years, 17.24 percent over the past five years, and 7.32 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.3%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||7.3%|
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities. It 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).
Fees are Above Average compared to funds in the same category.
MFS® Massachusetts Investors Growth Stock Fund has an expense ratio of 1.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.