Investment objective & strategy
As of May 5, 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 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 have above average potential with respect to the rate and duration of earnings growth compared to other companies (growth companies). While MFS may invest the funds assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations. MFS may invest the funds assets in foreign securities. MFS normally invests the fund's assets across … MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests the funds assets primarily in 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 have above average potential with respect to the rate and duration of earnings growth compared to other companies (growth companies). While MFS may invest the funds assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations. MFS may invest the funds assets in foreign securities. MFS normally invests the fund's assets across different industries and sectors, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry or sector. MFS may invest a significant percentage of the funds assets in a single issuer or a small number of issuers. 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 |
|---|---|---|---|
| NVIDIA CORP | — | $280.60M | 14.51% |
| MICROSOFT CORP | — | $183.06M | 9.46% |
| APPLE INC | — | $180.65M | 9.34% |
| ALPHABET INC CL A | — | $152.20M | 7.87% |
| AMAZON.COM INC | — | $123.22M | 6.37% |
| MASTERCARD INC CL A | — | $60.64M | 3.14% |
| BROADCOM INC | — | $56.94M | 2.94% |
| META PLATFORMS INC CL A | — | $56.34M | 2.91% |
| GE VERNOVA LLC | — | $48.81M | 2.52% |
| AMPHENOL CORPORATION CL A | — | $32.66M | 1.69% |
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. |
|---|---|---|
| Growth Portfolio | 99% | 0.58% |
| MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX | 97% | 0.52% |
| MFS Active Growth ETF · MFSG | 78% | 0.49% |
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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