MFEGX
MFS Growth A
1W: -0.4%
1M: +1.9%
3M: +1.9%
YTD: +5.6%
1Y: -8.8%
3Y: +53.4%
5Y: +29.4%
$185.96
+1.70 (+0.92%)
Weekly Expected Move ±1.8%
$178
$181
$184
$188
$191
Key Statistics
AUM$42.6B
Holdings68
Top 10 Wt60.1%
Volume0
Avg Volume0
Beta1.16
Portfolio Fundamentals
P/E7.8
P/B2.5
Div Yield0.68%
ROE38.4%
% Profitable87%
Inception1993-09-13
Sector Allocation
Technology
35.1%
Real Estate
14.4%
Communication Services
12.7%
Industrials
9.3%
Consumer Cyclical
9.3%
Financial Services
7.7%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | 0QOJ.L | 13.85% | $5.6B | 31,341,083 |
| 2 | Microsoft Corp. | 4338.HK | 9.41% | $3.8B | 9,608,378 |
| 3 | Apple, Inc. | AAPL.DE | 9.14% | $3.7B | 13,865,250 |
| 4 | Alphabet, Inc. | GOOGL.SW | 8.02% | $3.2B | 10,310,653 |
| 5 | Amazon.com, Inc. | 0R1O.IL | 6.11% | $2.4B | 11,659,009 |
| 6 | Meta Platforms, Inc. | FB2A.DE | 3.13% | $1.3B | 1,936,575 |
| 7 | Mastercard, Inc. | M4I.DE | 3.05% | $1.2B | 2,362,617 |
| 8 | Broadcom, Inc. | 1YD.DE | 2.86% | $1.1B | 3,585,311 |
| 9 | GE Vernova, Inc. | GEV | 2.47% | $991.4M | 1,134,806 |
| 10 | Amphenol Corp. | 0HFB.L | 2.03% | $815.6M | 5,584,065 |