MEGBX - MFS Growth Fund Class B

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS Growth Fund Class B

Boston, MA 2199

111 Huntington Avenue, 24th Floor

MFS Series Trust II

1-800-637-2929
Management Information
,Lead Manager since June 29, 2021
Bradford J. Mak - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2010; previous positions include Equity Research Analyst. - Previous experience includes 2 years as an Investment Analyst at Kingsbrook Partners, LP; 2 years as an Investment Analyst at Highbridge Capital Management; 3 years as Private Equity Associate - Healthcare Group at Paul Capital Partners; 2 years as Strategic
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryLarge Growth
Fund FamilyMFS
Net Assets36.13B
YTD Return17.81%
Yield0.00%
Morningstar Rating★★★
Inception DateMar 31, 1996

Fund Operations

Last DividendN/A
Last Cap Gain43.00
Holdings Turnover16.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMEGBXCategory Average
Annual Report Expense Ratio (net)1.59%0.99%
Prospectus Net Expense Ratio1.59%N/A
Prospectus Gross Expense Ratio1.60%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A