MFS Growth R6
MFEKX
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- MFS Growth Fund R6 (MFEKX), managed by MFS Investment Management, is an open-end mutual fund that seeks capital appreciation by investing primarily in equity securities of companies with above-average earnings growth potential; it emphasizes high-quality growth businesses exhibiting competitive advantages, high barriers to entry, pricing power, and margin expansion capabilities, with position sizing driven by fundamentals and valuation analysis. The fund's portfolio, benchmarked against the Russell 1000 Growth Index, typically holds around 64 stocks with a weighted average market capitalization of approximately $2.07 trillion, heavy sector allocations to information technology (49.61%), communication services (15.67%), and consumer discretionary (9.06%), and top holdings including NVIDIA Corp., Microsoft Corp., Alphabet Inc. Class A, Apple Inc., and Amazon.com Inc.; Class R6 shares, launched on August 26, 2011, feature a net expense ratio of 0.49% with no sales charge for eligible investors and manage net assets of about $18.56 billion within the broader fund's $46 billion total. MFS Investment Management, founded in 1924 and headquartered at 111 Huntington Avenue in Boston, Massachusetts, operates globally through offices in the United States, Canada, Europe, Asia, and other regions, serving individual, institutional, and intermediary clients with a range of active equity, fixed income, and multi-asset strategies. Recent developments include the fund's reclassification from diversified to non-diversified status effective July 10, 2025, enhancing portfolio management flexibility amid growing concentration in top holdings (63.18% in top 10); addition of Timothy Dittmer as portfolio manager on June 1, 2025, alongside Eric Fischman (since 2002) and Bradford Mak (since 2021); and announcement of Eric Fischman's relinquishment of responsibilities effective June 1, 2026. The fund distributed significant long-term capital gains in 2024 ($25.50349 per share) and 2025 ($4.12961 per share), while MFS implemented voluntary fee reductions exceeding $3 million to support performance.