MFS Growth R4
MFEJX
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.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston, MA 2199 Boston MA United States of America 2199
- IPO Date
- Mar 31, 2005
- CIK
- 0000798250
- Website
- mfs.com
- Similar Companies
- Business
- MFS Growth R4 (MFEJX) is a mutual fund offered by Massachusetts Financial Services Company (MFS), which provides investment management services focused on growth-oriented equity strategies. The fund invests primarily in common stocks of companies with potential for above-average earnings growth, including domestic and foreign issuers across various market capitalizations; it employs a bottom-up fundamental research process emphasizing companies with sustainable competitive advantages, strong management, and attractive valuations. MFS Growth R4 targets long-term capital appreciation for individual and institutional investors seeking growth exposure with a blend of large-cap and mid-cap holdings. Massachusetts Financial Services, founded in 1924 and headquartered in Boston, Massachusetts, operates globally with offices in the United States, Europe, and Asia, serving a diverse client base including retirement plans, endowments, and high-net-worth individuals. The firm manages a range of mutual funds, separate accounts, and institutional portfolios across equity, fixed income, and multi-asset strategies; notable offerings include the MFS family of funds with share classes such as R4, which features lower expense ratios and no sales loads for retirement platforms. Recent developments include MFS's strategic enhancements to its growth equity platform, with portfolio manager adjustments in 2024 to bolster expertise in technology and healthcare sectors; the firm also announced expanded ESG integration across funds like MFEJX in late 2023, alongside a partnership with BlackRock for certain index-tracking capabilities. No major acquisitions or name changes have occurred in the last two years, though MFS completed a merger of select smaller growth funds into larger vehicles to improve scale and liquidity. These changes reflect MFS's ongoing commitment to adaptive investment processes amid market volatility.