MFELX – MFS Growth R1 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies). The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MFEIX	MFS Growth Fund Class I	Institutional	Open			Jan 2, 1997	$10.81B	0.610%	Below Average	$0	−$3.47B
MFEGX	MFS Growth Fund Class A	Front Load	Open			Sep 13, 1993	$10.22B	0.860%	Below Average	$1,000	−$1.13B
MEGBX	MFS Growth Fund Class B	Deferred Load	Closed			Dec 29, 1986	$11.24M	1.610%	Above Average	$1,000	−$19.02M
MFECX	MFS Growth Fund Class C	Level Load	Open			Apr 1, 1996	$362.56M	1.610%	Below Average	$1,000	−$127.58M
MFEJX	MFS Growth Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$650.64M	0.610%	Average	$0	−$226.94M
MFEKX	MFS Growth Fund Class R6	Retirement, Large	Open			Aug 26, 2011	$15.56B	0.520%	Below Average	$0	−$3.77B
MEGRX	MFS Growth Fund Class R2	Retirement, Medium	Limited			Oct 31, 2003	$140.34M	1.110%	Average	$0	−$30.93M
MFEHX	MFS Growth Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$1.16B	0.860%	Low	$0	−$512.19M
MFELX	MFS Growth Fund Class R1	Retirement, Small	Limited			Apr 1, 2005	$15.98M	1.610%	High	$0	−$1.44M

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