Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | MEGRX Insights | MEGRX Score | MEGRX Performance | MEGRX Manager | MEGRX News | MEGRX Allocation | MEGRX Holdings Change

Mutual Fund Insights: MFS Growth R2 Fund (MEGRX)

In-depth Analysis of MFS Growth R2 Fund (MEGRX)

Mutual fund chart: MFS Growth R2 Fund (MEGRX)

3 months
6 months
1 year
3 year
5 year

See MFS Growth R2 Fund (MEGRX) performance details as of February 28, 2010

  

    Last Trade: $36.51 on 3/19/2010, Change: -0.17 (-0.46%)
Experiment our closing price forecasting tool for MFS Growth R2 Fund (MEGRX) (alpha release)

  

Fund Manager - Eric Fischman

Fund Manager Tenure: 8.0 years   [Similar Funds: MEGBX ]
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Eric Fischman is a vice president and portfolio manager with MFS Investment Management®, his employer since 2000. Eric Fischman joined MFS as a research analyst in 2000 and was promoted to portfolio manager in April 2002. Prior to joining MFS, Eric Fischman was an equity research analyst for State Street Research.  Get more insights on Eric Fischman

  

What we like about MFS Growth R2 Fund (MEGRX) What we like about MFS Growth R2 Fund (MEGRX)

Data for MFS Growth R2 Fund (MEGRX) as of February 28, 2010

  • MFS Growth R2 Fund (MEGRX) management has been with MFS Growth R2 Fund for 8.0 years
  • MFS Growth R2 Fund (MEGRX) has good short-term performance (1-year return 52.33% vs 51.46 % Large Growth category average)
  • MFS Growth R2 Fund (MEGRX) has good mid-term performance (3-year return 0.13% vs -3.50 % Large Growth category average)
  • MFS Growth R2 Fund (MEGRX) has good Long-term performance (5-year return 4.03% vs 1.34 % Large Growth category average)
  • MFS Growth R2 Fund (MEGRX) ratio of up-years vs down years is greater than 2
  • MFS Growth R2 Fund (MEGRX) has a Morningstar rating of 4 and above
  • MFS Growth R2 Fund (MEGRX) has an annual stock turnover rate of 108.00% vs Large Growth average of 109.62%. It is good that MFS Growth R2 management does not trade extensively for its return.
  • MFS Growth R2 Fund (MEGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.23, lower than category average of 21.35

  

What we are cautious about MFS Growth R2 Fund (MEGRX) What we are cautious about MFS Growth R2 Fund (MEGRX)

Data for MFS Growth R2 Fund (MEGRX) as of February 28, 2010

  • MFS Growth R2 Fund (MEGRX) has a higher management fee of 1.49% than its Large Growth average of 1.33%
  • Even though MFS Growth R2 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See MFS Growth R2 Fund (MEGRX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Growth category?

Below are some additional Large Growth mutual funds generated out of our database

  

MFS Growth R2 Fund (MEGRX) Net Asset

Track net asset change of MFS Growth R2 fund (MEGRX)

DateNet Asset
02/2010$2.05B
01/2010$29.79M
11/2009$30.48M
More historic net asset information on MFS Growth R2 Fund (MEGRX)

  

MFS Growth R2 Fund (MEGRX) Portfolio Allocation

Track portfolio allocation change of MFS Growth R2 fund (MEGRX)

DateCashStockBondOther
01/20103.3%96.7%0%0%
10/20093.38%96.61%0%0%
09/20092.63%97.37%0%0%
Click here to see more historic asset allocation information on MFS Growth R2 Fund (MEGRX)

  

Most Recent Top 10 Holdings in MFS Growth R2 Fund (MEGRX)

Discover what MFS Growth R2 Fund (MEGRX) manager is buying

31-Jan-10
Google Inc. [3.95%]
Apple Inc. [3.46%]
Cisco Systems, Inc. [2.69%]
Danaher Corporation Common Stoc [2.44%]
Adobe Systems Incorporated [2.11%]
Hewlett-Packard Company Common [1.94%]
American Tower Corporation Comm [1.82%]
Visa Inc. Visa Inc. [1.66%]
Mastercard Incorporated Common [1.53%]
Oracle Corporation [1.53%]

31-Oct-09
Google Inc. [3.96%]
Apple Inc. [3.88%]
Cisco Systems, Inc. [2.78%]
HEWLETT PACKARD CO [2.43%]
DANAHER CP [2.38%]
Adobe Systems Incorporated [2.08%]
Express Scripts, Inc. [1.86%]
VISA INC. [1.67%]
CME Group Inc. [1.62%]
AMER TOWER CP [1.61%]

30-Sep-09
Apple Inc. [3.67%]
Google Inc. [3.54%]
Cisco Systems, Inc. [2.87%]
HEWLETT PACKARD CO [2.34%]
DANAHER CP [2.23%]
Express Scripts, Inc. [1.83%]
Adobe Systems Incorporated [1.81%]
CME Group Inc. [1.51%]
AMER TOWER CP [1.49%]
VISA INC. [1.46%]
Click here for Stock Holding Change Map in MFS Growth R2 Fund (MEGRX)

  

Related books and products to MFS Growth R2 Fund (MEGRX)

  

Latest News on MFS Growth R2 (MEGRX)

See what is happening with MFS Growth R2 Fund (MEGRX)

 

Books and Resources

 

 

See more information on MFS Growth R2 Fund (MEGRX)