Investment objective & strategy
As of April 29, 2025 · prospectusObjective. The funds investment objective is to seek capital appreciation.
Strategy. MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests the funds assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the funds assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies). MFS may invest the funds assets in securities of companies of any size. MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the funds assets in issuers … MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests the funds assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the funds assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies). MFS may invest the funds assets in securities of companies of any size. MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the funds assets in issuers in a single industry, sector, country, or region. MFS generally invests the fund's assets in at least three different countries and invests a percentage of the fund's net assets in securities of foreign issuers equal to at least the lesser of 40% or the percentage of foreign issuers in the MSCI All Country World Growth Index less 15%. MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| TAIWAN SEMIC MFG CO LTD SP ADR | — | $2.84M | 6.47% |
| MICROSOFT CORP | — | $1.93M | 4.39% |
| NVIDIA CORP | — | $1.83M | 4.16% |
| ALPHABET INC CL A | — | $1.60M | 3.63% |
| VISA INC-CLASS A | — | $1.37M | 3.12% |
| TENCENT HOLDINGS LTD | — | $1.21M | 2.74% |
| APPLE INC | — | $1.12M | 2.55% |
| KWEICHOW MOUTAI CO LTD A | — | $1.05M | 2.40% |
| AON PLC | — | $1.04M | 2.36% |
| AMPHENOL CORPORATION CL A | — | $1.02M | 2.33% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| MFS Global Growth Fund · MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX | 93% | 0.90% |
| MFS Massachusetts Investors Growth Stock Portfolio | 77% | 0.72% |
| Penn Series Large Cap Growth Fund | 77% | 0.86% |
Advisers
| Firm | Role |
|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | Adviser |
Footnotes
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
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