| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 24.11 percent over the past year, 16.07 percent over the past three years, 5.96 percent over the past five years, and 6.53 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 12.5% |
| 1 Year | 24.1% |
| 3 Years (Annualized) | 16.1% |
| 5 Years (Annualized) | 6.0% |
| 10 Years (Annualized) | 6.5% |
Summary
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
Fees are High compared to funds in the same category.
MFS Massachusetts Investors Growth Stock Fund has an expense ratio of 1.54 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
