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MFS® Growth Fund

       
   
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Fact Sheet

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Symbol: MFEGX   CUSIP:  552985103   Newspaper Abbreviation: GROWTHA   Fund number: 7  
Daily NAV:  $64.27  (as of 4/17/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Sales Tools

Holdings-based Characteristics

View Performance-based Characteristics
 
Portfolio characteristic data are based on unaudited net assets.

 
 
Portfolio - Equity Level Data
(on 3/31/14)
Characteristics
Weighted Average Price/Earnings (next 12 months) 20.65x
Weighted Average Price/Cash Flow 18.25x
Weighted Average Price/Sales 3.02x
Weighted Average Price/Book 4.02x
Weighted Average IBES Long Term EPS Growth 16.68%
Weighted Average Market Cap $76.1b
Weighted Median Market Cap $50.1b
# of Stock Holdings 106
% in Stocks 97.01%
% in Cash & Other 1 2.99%
% in Top Ten 22.89%

Sector Weights
(on 3/31/14)
% Assets 
Technology 18.82%
Health Care 17.40%
Leisure 12.51%
Retailing 9.89%
Financial Services 9.80%
Industrial Goods & Services 8.83%
Special Products & Services 4.86%
Consumer Staples 4.69%
Energy 4.01%
Cash & Other1 2.99%
Basic Materials 2.26%
Utilities & Communications 1.92%
Transportation 1.10%
Autos & Housing 0.92%

Region
(on 3/31/14)
Country % Assets 
North America   95.10%
  United States 93.97%
  Canada 1.13%
Cash & Other1   2.99%
  Cash & Other 2.99%
Europe ex-U.K.   1.40%
  France 1.40%
United Kingdom   0.52%
  United Kingdom 0.52%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.

 

Equity Portfolio Characteristics displayed prior to 1/31/10 reflects its market value, and is not based on equivalent exposure, which may differ.

 

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

 

1 Cash and other assets are less liabilities.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.