MFS Growth A
MFEGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- Michael W. Roberge
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston, MA 2199 Boston MA United States of America 02199
- IPO Date
- Sep 13, 1993
- CIK
- 0000798250
- Website
- mfs.com
- Similar Companies
- Business
- MFS Growth Fund Class A (MFEGX) is an open-end mutual fund managed by Massachusetts Financial Services Company (MFS Investment Management) that seeks capital appreciation by investing primarily in equity securities of companies believed to exhibit above-average earnings growth potential. The fund emphasizes high-quality growth businesses characterized by competitive advantages, high barriers to entry, pricing power, and the ability to expand margins; position sizing is driven by fundamentals and valuation within a concentrated portfolio of approximately 64 holdings, with top-10 positions comprising over 63% of assets including NVIDIA Corp, Microsoft Corp, Amazon.com Inc, Apple Inc, and Alphabet Inc Class A. It allocates heavily to information technology (around 50%), communication services, consumer discretionary, industrials, and financials; as of November 2025, net assets exceed $45 billion, with a weighted average market cap of $2.1 trillion, portfolio turnover of 36%, and active share of 41% versus the Russell 1000 Growth Index benchmark. Class A shares, ticker MFEGX and launched September 13, 1993, feature a maximum front-end sales charge of 5.75%, gross expense ratio of 0.84%, and net expense ratio of 0.83% (with waivers through March 2026); the fund commenced operations December 29, 1986, as part of MFS Series Trust VII and targets U.S. and select international large-cap growth investors through financial intermediaries. MFS Investment Management, founded in 1924 and headquartered at 111 Huntington Avenue in Boston, Massachusetts, oversees the fund through a team led by portfolio managers Brad Mak and others, supported by a global research platform across offices in Boston, Hong Kong, London, Singapore, São Paulo, Sydney, Tokyo, and Toronto; the firm manages institutional, retail, and insurance-related assets globally. Recent developments include a portfolio manager transition announced in May 2025, with Tim Dittmer joining as co-manager effective June 1, 2025, alongside Brad Mak; Eric Fischman continues as co-lead until June 1, 2026, before shifting to the MFS Mid Cap Growth strategy. The fund reclassified from diversified to non-diversified status effective July 10, 2025, enabling greater concentration; performance prior to that date reflects diversified operations.