3 / 5 Stars
4 3 5 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#228 in Large Growth
U.S. News evaluated 468 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 19.26 percent over the past year, 13.59 percent over the past three years, 20.14 percent over the past five years, and 7.21 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||7.2%|
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in stocks. 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). While it may invest the fund's assets in companies of any size, the adviser generally focuses on companies with large capitalizations.
Fees are Average compared to funds in the same category.
MFS® Massachusetts Investors Growth Stock Fund has an expense ratio of 0.74 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.