U.S. Growth Fund
THIS INFORMATION IS FOR MARKETING PURPOSES ONLY
Please note that this is an actively managed product.
Class I shares are only available to certain qualifying institutional investors.
U.S. Growth Fund
INVESTMENT OBJECTIVE
Seeks capital appreciation, measured in U.S. dollars.
INVESTMENT FOCUS
Emphasis is placed on high-quality businesses with a competitive advantage, high barriers to entry, pricing power and ability to expand margins
Fundamentals and valuation drive position sizing
Growth portfolio that seeks companies that have the potential to generate steady, above average rate and duration of growth we believe is underappreciated by the market
Important Risk Considerations
The fund may not achieve its objective and/or you could lose money on your investment in the fund.
Stock: Stock markets and investments in individual stocks are volatile and can decline significantly in response to or investor perception of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions.
Growth: Investments in growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general.
Geographic: Because the portfolio may invest a substantial amount of its assets in issuers located in a single country or in a limited number of countries, it may be more volatile than a portfolio that is more geographically diversified.
Please see the prospectus for further information on these and other risk considerations.
Fund Information
- Fund Inception 21-Aug-2019
- Net Assets (US$ M) As of 30-Apr-25 US$70.94
- Fiscal Year End JANUARY
- SFDR Classification Article 8
- Benchmark Russell 1000® Growth Index (net div)
Share Class Information
- Class Inception 19-May-2025
- Net Asset Value (NAV) As of 19-May-25 €218.17
- Most Recent NAV Change As of 19-May-25 €0.00 | 0.00%
- ISIN LU3047973394
- SEDOL BRJC8G7
- WKN A416J4
- Bloomberg --
- CUSIP L6368D135
- Maximum Sales Charge --
- Benchmark Russell 1000® Growth Index (net div)
MANAGERS
Effective June 1, 2025, Timothy Dittmer will join the portfolio management team.
Effective June 1, 2026, Eric Fischman relinquishes his portfolio management responsibilities on the portfolio.
Top 10 Holdings
- Microsoft Corp
- Amazon.com Inc
- NVIDIA Corp
- Meta Platforms Inc
- Alphabet Inc Class A
- Apple Inc
- Mastercard Inc
- Netflix Inc
- Amphenol Corp
- Visa Inc
Eric Fischman, CFA
Portfolio Manager
Eric B. Fischman, CFA, is an investment officer and portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining the firm he served as an equity research analyst at State Street Research and as a staff attorney at the US Federal Reserve Board in Washington, D.C. Eric earned a Master of Business Administration degree from Columbia Business School, a law degree from Boston University School of Law and a bachelor's degree from Cornell University. He holds the Certified Financial Analyst (CFA) designation.
Bradford Mak
Portfolio Manager
Bradford J. Mak is an investment officer and equity portfolio manager for the US Growth and Global Strategic Equity strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Brad joined MFS in 2010 as an equity research analyst, served as the US technology sector team leader from 2016 through 2019 and assumed his current role in 2020. He previously was an investment research analyst for two years at Kingsbrook Partners LP, a spinout of Highbridge Capital Management, where he covered small-cap companies as a generalist. He also spent two years as an investment research analyst at Highbridge, three years as a private equity associate in the health care group at Paul Capital Partners and two years as a strategic planning manager at Genentech, Inc. He has worked in the financial services industry since 2003. Brad has a Bachelor of Arts degree with honors from Brown University and was the recipient of its Royce Fellowship. He earned his Master of Business Administration degree from Harvard University.
Laura Granger, CFA
Institutional Portfolio Manager
Laura Granger, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In her role, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. She also communicates investment policy, strategy and positioning. Laura joined MFS in 2022. She previously worked for eight years as vice president and senior client portfolio manager at American Century Investments. Prior to that she worked for 17 years as a portfolio manager and analyst at multiple investment firms, including Oppenheimer Funds, Fortis Advisors and General Motors Investment Management. She began her career in financial services in 1984. Laura earned a Bachelor of Science degree from Cornell University. She also holds the chartered financial analyst (CFA) designation.
-
Overview
INVESTMENT OBJECTIVE
Seeks capital appreciation, measured in U.S. dollars.
INVESTMENT FOCUS
Emphasis is placed on high-quality businesses with a competitive advantage, high barriers to entry, pricing power and ability to expand margins
Fundamentals and valuation drive position sizing
Growth portfolio that seeks companies that have the potential to generate steady, above average rate and duration of growth we believe is underappreciated by the market
Important Risk Considerations
The fund may not achieve its objective and/or you could lose money on your investment in the fund.
Stock: Stock markets and investments in individual stocks are volatile and can decline significantly in response to or investor perception of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions.
Growth: Investments in growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general.
Geographic: Because the portfolio may invest a substantial amount of its assets in issuers located in a single country or in a limited number of countries, it may be more volatile than a portfolio that is more geographically diversified.
Please see the prospectus for further information on these and other risk considerations.
Fund Information
- Fund Inception 21-Aug-2019
- Net Assets (US$ M) As of 30-Apr-25 US$70.94
- Fiscal Year End JANUARY
- SFDR Classification Article 8
- Benchmark Russell 1000® Growth Index (net div)
Share Class Information
- Class Inception 19-May-2025
- Net Asset Value (NAV) As of 19-May-25 €218.17
- Most Recent NAV Change As of 19-May-25 €0.00 | 0.00%
- ISIN LU3047973394
- SEDOL BRJC8G7
- WKN A416J4
- Bloomberg --
- CUSIP L6368D135
- Maximum Sales Charge --
- Benchmark Russell 1000® Growth Index (net div)
MANAGERS
Effective June 1, 2025, Timothy Dittmer will join the portfolio management team.
Effective June 1, 2026, Eric Fischman relinquishes his portfolio management responsibilities on the portfolio.
Top 10 Holdings
As of 30-Apr-25- Microsoft Corp
- Amazon.com Inc
- NVIDIA Corp
- Meta Platforms Inc
- Alphabet Inc Class A
- Apple Inc
- Mastercard Inc
- Netflix Inc
- Amphenol Corp
- Visa Inc
Eric Fischman, CFA
Portfolio Manager
34YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIOEric B. Fischman, CFA, is an investment officer and portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining the firm he served as an equity research analyst at State Street Research and as a staff attorney at the US Federal Reserve Board in Washington, D.C. Eric earned a Master of Business Administration degree from Columbia Business School, a law degree from Boston University School of Law and a bachelor's degree from Cornell University. He holds the Certified Financial Analyst (CFA) designation.
Bradford Mak
Portfolio Manager
20YEARS WITH INDUSTRY
4YEARS WITH PORTFOLIOBradford J. Mak is an investment officer and equity portfolio manager for the US Growth and Global Strategic Equity strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Brad joined MFS in 2010 as an equity research analyst, served as the US technology sector team leader from 2016 through 2019 and assumed his current role in 2020. He previously was an investment research analyst for two years at Kingsbrook Partners LP, a spinout of Highbridge Capital Management, where he covered small-cap companies as a generalist. He also spent two years as an investment research analyst at Highbridge, three years as a private equity associate in the health care group at Paul Capital Partners and two years as a strategic planning manager at Genentech, Inc. He has worked in the financial services industry since 2003. Brad has a Bachelor of Arts degree with honors from Brown University and was the recipient of its Royce Fellowship. He earned his Master of Business Administration degree from Harvard University.
Laura Granger, CFA
Institutional Portfolio Manager
34YEARS WITH INDUSTRY
3YEARS WITH PORTFOLIOLaura Granger, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In her role, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. She also communicates investment policy, strategy and positioning. Laura joined MFS in 2022. She previously worked for eight years as vice president and senior client portfolio manager at American Century Investments. Prior to that she worked for 17 years as a portfolio manager and analyst at multiple investment firms, including Oppenheimer Funds, Fortis Advisors and General Motors Investment Management. She began her career in financial services in 1984. Laura earned a Bachelor of Science degree from Cornell University. She also holds the chartered financial analyst (CFA) designation.