Investment objective & strategy
As of June 23, 2025 · prospectusObjective. This Fund seeks long-term growth of capital.
Strategy. The following paragraph will be added prior to the last paragraph of the Principal Investment Strategies subsection: The Fund is classified as non-diversified, which means it may invest in a smaller number of issuers than a diversified fund. The following paragraph will be added prior to the last paragraph of the Principal Investment Strategies subsection: The Fund is classified as non-diversified, which means it may invest in a smaller number of issuers than a diversified fund.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $203.68M | 14.62% |
| MICROSOFT CORP | — | $132.64M | 9.52% |
| APPLE INC | — | $131.13M | 9.41% |
| ALPHABET INC CL A | — | $110.53M | 7.93% |
| AMAZON.COM INC | — | $89.02M | 6.39% |
| MASTERCARD INC CL A | — | $43.79M | 3.14% |
| BROADCOM INC | — | $41.24M | 2.96% |
| META PLATFORMS INC CL A | — | $40.56M | 2.91% |
| GE VERNOVA LLC | — | $35.14M | 2.52% |
| AMPHENOL CORPORATION CL A | — | $23.51M | 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. |
|---|---|---|
| MFS Growth Series | 99% | 0.72% |
| 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 | Sub-adviser |
| Pacific Life Fund Advisors LLC | Adviser |
Footnotes
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
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