Nasdaq - Delayed Quote USD

MFS Growth I (MFEIX)

198.58
+6.62
+(3.45%)
At close: 6:49:21 PM EDT

Fund Summary

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).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.69%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 6

Performance & Risk

YTD Return -4.55%
5y Average Return 13.43%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MFEIXCategory AverageMFEIXCategory AverageMFEIXCategory Average
Alpha 1.28 0.03 -2.86 0.04 1.44 0.01
BETA 1.07 0.01 1.09 0.01 1.02 0.01
Mean Annual Return 1.22 0.02 1.18 0.02 1.21 0.01
R-squared 88.94 0.89 88.39 0.87 86.92 0.87
Standard Deviation 18.55 0.2 18.77 0.16 16.79 0.15
Sharpe Ratio 0.55 0.01 0.61 0.01 0.74 0.01
Treynor Ratio 8.53 0.21 9.46 0.21 11.68 0.15

Related Tickers