Address And Details

500 Boylston St , Boston, MA 02116
Fund Manager Jeffrey Constantino
Manager Tenure 12 Years 9 Months

Strategy And Objective

The fund’s investment objective is to seek capital appreciation. The fund’s objective may be changed without shareholder approval. MFS normally invests the fund’s assets primarily in U.S. and foreign equity securities, including emerging market equity securities. MFS 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). Growth companies tend to have stock prices that are high relative to their earnings, dividends, book value, or other financial measures.

Net Asset Value

as of 5:49 PM ET 09/24/2021

Performance

  • 1 Week
  • +0.28%
  • 1 Month
  • -1.02%
  • 3 Months
  • +2.54%
  • 1 Yr Return
  • +27.75%
  • 5 Yr Return
  • +90.74%

Equity Sector Breakdown

Technology 29.04%
NonDurables 12.38%
RetailTrade 10.86%
Finance 10.35%
Services 9.22%
IndustrialCyclical 7.62%
Health 5.21%
ConsumerDurables 2.47%
Utilities 0.69%
Energy n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 98.70%
ForeignStocks 38.15%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 2.15 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 2.18 1.74 -1.69
Beta 0.89 0.88 0.96
R Squared 0.97 0.91 0.89
Std Deviation 16.81 13.84 13.67
Sharpe Ratio 1.14 1.28 n/a

Purchase Information

as of 5:53 PM ET 09/23/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 06/30/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 06/30/2021
1 Year
  • +28.34%
  • +38.12%
+28.34% +38.12%
3 Year
  • +18.74%
  • +18.88%
+18.74% +18.88%
10 Year
  • +13.70%
  • +12.32%
+13.70% +12.32%
Life Of Fund
  • +10.19%
  • +10.05%
+10.19% +10.05%

Top 10 Holdings

Symbol Company Name % Of Assets
GOOG ALPHABET INC CLASS C 5.70%
MSFT MICROSOFT CORP 4.30%
BABA.N ALIBABA GROUP HOLDING LTD 3.09%
ACN ACCENTURE PLC 2.59%
AAPL APPLE INC 2.31%
DOL DOLLARAMA INC 2.23%
0700.HK TENCENT HOLDINGS LTD 2.05%
BSX BOSTON SCIENTIFIC CORP 2.00%
AON AON PLC 1.98%
NSRGY NESTLE SA SPONS ADR FOR REG 1.88%

Recent Articles from TheStreet

A technician works with genome samples at a biotech lab in Beijing. Photo: Reuters

Bret Jensen: Two Biotechs to Consider

Things are looking up for these drug companies as they make progress with the FDA

Oracle Lead

Guilfoyle: Oracle Not Likely to Rebound Soon

Database giant's troubles finding growth are limiting its upside for now.

DocuSign Set for Strong Q3, RBC Says; Affirms Stock Outperform, Lifts Target

Why Tim Collins Still Likes DocuSign

Digital signature company remains a good play on remote work changes

wynn resorts broll

Jim Cramer Talks Macao With Wynn Resorts CEO

Matthew Maddox argues China's crackdown will lead to better regulation.

Tesla Lead

Electric Vehicle Checkpoint: Experts Say EV Revolution is Here

See the latest news for the top stocks in the electric vehicle space including Tesla, Ford, General Motors, Li Auto and more.

Nikola

Tim Collins on How to Trade Nikola

Technical setups and short interest make much hated name volatile, and therefore interesting.

Chinese Firms Should Face Faster US Stock Delisting Over Audit Rules, SEC Chairman Gary Gensler Tells Lawmakers

Jim Cramer: Gensler's Plate is Very Full

SEC Chairman is key player in efforts to rein in ceaseless financial engineering.

stocks rise asset management sh

Cramer's Mad Money Recap: Advanced Micro Devices, Nvidia, Thor

Jim Cramer has your game plan for next week, which he says will be the calm before the earnings season storm.

Jim Cramer: Starbucks Needs More Traffic in Stores

Starbucks Resists Union Effort in New York Region: Report

Starbucks reportedly said it will raise wages and benefits and a union isn’t needed, to employees at three stores in Buffalo New York.

Exxon Mobil

Exxon, Occidental, Baker Hughes Make Goldman Turnaround List

Exxon has 'reduced costs, surprised to the downside on capital spending, outperformed our expectations in downstream/chemicals,' Goldman said.