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

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
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyMFS
Net Assets36.13B
YTD Return17.81%
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