View Stats Update. MFS Funds MFS is a company that sells mutual funds with $157,899M in assets under management. A relative volatility greater (less) than 1 means the fund’s returns have been more (less) variable. MFS International Growth Equity Fund (IS Platform) An Institutional Select Separate Account Third Quarter 2019 Fund Fact Sheet Key Facts Investment Advisor MFS Investment Management Asset Class International - Growth Primary Index MSCI EAFE Growth (net) Net Assets $3.7 Million Inception Date 08/13/2019 Net Expense Ratio 0.55% The Fund seeks to outperform the MSCI All Country World (ex-US) Growth Index over a full market cycle. FUND PERFORMANCE VS. CATEGORY MFEKX 32.4732.1322.5218.2220.2716.9917.1215.01 1 YR 3YR 5 YR 10 YR % Rank Cat Cat Avg Return Below Avg Above Avg MFS Growth R6 Large Growth 32.47 22.52 20.27 17.12 32.13 18.22 16.99 15.01 21.89 17.60 15.00 13.63 1.36 1.16 1.23 1.19 More than 1000 advice firms have signed up to use MPS, attracted by strong investment performance and client satisfaction. View fund research and insight for the MFS Meridian Global Concentrated (WH1) Accumulation Fund, plus our view on the fund sector and the fund manager's biography (where available). MFS Growth R6 MFEKX Morningstar Analyst Rating Analyst rating as of Mar 9, 2020. In seeking to achieve its investment goal, the CIT will generally be invested in large capitalization stocks that the team perceives to be attractively valued. View/Print. The fund normally invests at least 80% of the fund's net assets in equity securities. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales View FINRA letter. Risk Reward Spectrum & Morningstar Fact Sheets With its variable life insurance products, Pacific Life offers a broad range of investment options. Growth & Income FUnD hoLDInGS BY cAPItALIzAtIon Portfolio Benchmark LArGe Over $15 Billion 75.3% 77.8% mID $4 Billion–$15 Billion 15.7% 19.8% SmALL Under $4 Billion 9.0% 2.4% AnnUALIzeD net retUrn VS. StAnDArD DeVIAtIon For three YeArS … The Fund seeks long-term growth of capital and current income. ... Quarterly fund fact sheet—R-5E — American Funds Growth Portfolio. The average expense ratio from all MFS mutual funds is 1.25%. 3-5 Year EPS Growth 17.46% Index Dividend Yield 0.84% Price/Earnings Ratio FY1 25.94 Number of Holdings 50 Price/Book Ratio 7.63 View/Print. Further, among the top 20 fund houses, Edelweiss MF and Mirae Asset MF witnessed highest growth in percentage terms at 45% and 23%, respectively. 47.37% of these mutual funds are no load funds. SPDR® MFS Systematic Core Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. Detailed Information: Updated: Oct 2020; Learn about MEIAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. The average manager tenure for all managers at MFS is 9.82 years. Large Cap Growth / MFS Fund A Manager of Managers Institutional Sub-Advised Separate Account Fourth Quarter 2019 Fund Fact Sheet Key Facts Investment Advisor MFS Investment Management Asset Class Large Cap - Growth Primary Index Russell 1000 Growth Index Net Assets $500.7 Million Inception Date 10/27/2003 Net Expense Ratio 0.42% See MEGBX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. MFS International Growth Equity Fund (IS Platform) An Institutional Select Separate Account Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor MFS Investment Management Asset Class International - Large Growth Primary Index MSCI ACWI ex US Growth NR USD Net Assets $86.6 Million Inception Date 08/13/2019 Net Expense Ratio 0.56% If a stock or fund is more volatile than the market, its beta will be higher than 1. 3-5 Year EPS Growth 12.77% Index Dividend Yield 1.68% Price/Earnings Ratio FY1 18.11 Number of Holdings 50 Price/Book Ratio 2.96 Details. Further, Franklin Templeton MF was the only fund house among top 20 AMCs with negative growth as its AAUM fell by nearly 1% to Rs.79,197 crore. SPDR® MFS Systematic Growth Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. MFS International Growth Equity Fund (IS Platform) An Institutional Select Separate Account First Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor MFS Investment Management Asset Class International - Large Growth Primary Index MSCI ACWI ex US Growth NR USD Net Assets $2.9 Million Inception Date 08/13/2019 Net Expense Ratio 0.56% Fund Single Sheet, FYE 08/31/20 — The Growth Fund of America. If it is less volatile, the beta will be below 1. The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. SPDR® MFS Systematic Value Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. Large Cap Growth / MFS Fund A Manager of Managers Institutional Sub-Advised Separate Account Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor MFS Investment Management Asset Class Large Cap - Growth Primary Index Russell 1000 Growth Index Net Assets $603.7 Million Inception Date 10/27/2003 Net Expense Ratio 0.41% See MFS Growth Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. MFS Blended Research Growth Equity Fd - The investment seeks capital appreciation. Quarterly fund fact sheet—A — The Growth Fund of America. Our award-winning Managed Portfolio Service MPS has been successfully meeting the needs of advisers and their clients since 2008. The MFS MEGBX MFS ® Growth Fund summary. The market’s beta is 1. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. See MFS Growth Fund (MEGBX) mutual fund ratings from all the top fund analysts in one place. A full-color, glossy, one-page overview of The Growth Fund of America. MFS® Growth Fund - Class R3 Release Date ... discussed in the fund's prospectus and disclosed in the fund fact sheet. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Updated: Oct 2020. View mutual fund news, mutual fund market and mutual fund interest rates. Stock selection is based on bottom-up research and portfolios are generally well diversified across sectors. Sets out the objectives, strategies and underlying investments of The Growth Fund of America and provides the latest results as of the most recent quarter end. The oldest fund was launched in 2002; MFS Massachusetts Investors Tr A (MITTX). There is no direct MFS Global Growth Fund - The investment seeks capital appreciation. Start a 14 … Max qty: 50. The latest fund information for MFS Emerging Markets Equity Trust, including fund prices, fund performance, ratings, analysis, ratios & manager information. In the chart below, the variable investment options shown near the top may provide you with the potential reward of greater returns, if … MFS International Australia Pty Ltd: Responsible Entity: Equity Trustees Limited: FE fundinfo Sector: AMI Equity - Global: Asset Class: Equity: Currency: AUD: Legal Structure: Unit Trust: Fund Size: AUD$5.00m (31/10/2020) Fund Inception: 01/07/1997: Closed to new business: No The Fund seeks long-term growth of capital and current income. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. FACT SHEET | September 30, 2020 JPMorgan Large Cap Growth Fund A Shares: ... F Fund: Class A Shares GROWTH OF $10,000 2/28/1992 (Launch) 9/30/2020 93 95 97 99 01 03 05 07 09 11 13 15 17 19 10 50 100 150 200 Ending Value F $171,172 Since inception with dividends and capital gains reinvested. Relative Volatility compares a fund’s volatility to a benchmark index. MFS International Growth Equity CIT Tr - The International Growth Fund's investment objective is to seek capital appreciation. Russell 1000 Growth Index is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. Wells Fargo/MFS Value CIT - The collective fund seeks to achieve long-term growth of capital in a large cap value equity style. 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