MFS Growth Fund

Shareclass

MFS Growth R6 (MFEKX)

Type

Open-end mutual fund

Manager

MFS

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

86.5

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 347 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Boston Scientific Corp
1.79% of assets
$819.23M invested
2. Mastercard Inc Class A
3.73% of assets
$1.71B invested
3. Hilton Worldwide Holdings Inc
1.32% of assets
$603.8M invested
4. Accenture PLC Class A
0.51% of assets
$234.84M invested
5. Philip Morris International Inc
1.19% of assets
$545.09M invested
6. Moodys Corp
0.36% of assets
$164.77M invested
7. Autodesk Inc
1.25% of assets
$571.04M invested
8. Colgate-Palmolive Co
0.19% of assets
$85.46M invested
9. The Goldman Sachs Group Inc
0.52% of assets
$238.87M invested
10. Microsoft Corp
10% of assets
$4.81B invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Shopify Inc Registered Shs -A- Subord Vtg
0.54% of assets
$249.88M invested
2. Vertiv Holdings Co Class A
0.32% of assets
$146.98M invested
3. CrowdStrike Holdings Inc Class A
0.24% of assets
$108.57M invested
4. O'Reilly Automotive Inc
0.59% of assets
$270.18M invested
5. Broadcom Inc
0.45% of assets
$206.64M invested
6. Marvell Technology Inc
0.63% of assets
$287.59M invested
7. Guidewire Software Inc
0.36% of assets
$163.71M invested
8. Vulcan Materials Co
1.04% of assets
$475.74M invested
9. Take-Two Interactive Software Inc
0.84% of assets
$387.13M invested
10. Datadog Inc Class A
0.36% of assets
$162.82M invested

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Financial performance

Performance data provided by

Find more financial data on MFEKX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

MFEKX

MFS Growth Fund

Family

MFS

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.29% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MFEKX

MFS Growth Fund

Family

MFS

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.29% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MFEKX

MFS Growth Fund

Family

MFS

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.29% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
MFEKX - MFS Growth Fund

3.32%

8.75%

16%

14%

56 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-4.9%

-0.28%

-2.75%

1.29%

1 / 100 points higher

Find more financial data on MFEKX at Morningstar.com

What's next?

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