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Address And Details

500 Boylston St , Boston, MA 02116
Fund Manager Team Managed
Manager Tenure

Strategy And Objective

The Funds investment objective is to seek capital appreciation. MFS (Massachusetts Financial Services Company, The Funds investment adviser) normally invests the funds assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.MFS focuses on investing the funds assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies).While MFS may invest the funds assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations. MFS may invest the funds assets in foreign securities. MFS normally invests the funds assets across different industries and sectors, but MFS may invest a significant percentage of the funds assets in issuers in a single industry or sector. MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered.

Net Asset Value

as of 5:48 PM ET 05/16/2022

Performance

  • 1 Week
  • -2.20%
  • 1 Month
  • -12.50%
  • 3 Months
  • -14.99%
  • 1 Yr Return
  • -14.00%
  • 5 Yr Return
  • +63.26%

Equity Sector Breakdown

Technology 55.71%
RetailTrade 11.57%
Finance 7.68%
NonDurables 7.49%
IndustrialCyclical 5.22%
Services 4.01%
Health 3.17%
ConsumerDurables 0.93%
Utilities 0.79%
Energy n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 98.99%
ForeignStocks 3.49%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 8.97 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -1.32 1.66 0.82
Beta 0.98 1.00 0.99
R Squared 0.87 0.87 0.85
Std Deviation 19.58 17.61 14.62
Sharpe Ratio 0.67 0.90 n/a

Purchase Information

as of 5:52 PM ET 05/12/2022
Minimum Initial $1000
Minimum Additional $50
Minimum Initial IRA $250

Performance

Timeframe Average Annual Current Performance Monthly As Of 04/30/2022 Average Annual Current Performance Quarterly As Of 03/31/2022 Avg Annual Current Performance Monthly As Of 04/30/2022 Avg Annual Current Performance Quarterly As Of 03/31/2022
1 Year
  • -11.89%
  • +7.70%
-11.89% +7.70%
3 Year
  • +11.79%
  • +18.30%
+11.79% +18.30%
10 Year
  • +14.27%
  • +15.65%
+14.27% +15.65%
Life Of Fund
  • +9.74%
  • +10.26%
+9.74% +10.26%

Top 10 Holdings

Symbol Company Name % Of Assets
AMZN AMAZON COM INC 7.73%
GOOG ALPHABET INC CLASS C 6.33%
AAPL APPLE INC 5.02%
ADBE ADOBE SYSTEMS INC 3.57%
MA MASTERCARD INC 3.27%
NVDA NVIDIA CORP 3.09%
V VISA INC 2.62%
INTU INTUIT INC 2.40%
DHR DANAHER CORP 2.30%
TMO THERMO FISHER SCIENTIFIC INC 2.07%

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