MFS Growth R6 (MFEKX)
The fund aims to invest in companies with underappreciated potential for steady, above-average growth, focusing on high-quality businesses with competitive advantages, pricing power, and margin expansion capabilities. Position sizing is driven by fundamentals and valuation.
Fund Info
US5529856735
Jun 1, 2012
$0
No Index (Active)
Large-Cap
Growth
Expense Ratio
MFEKX features an expense ratio of 0.51%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Growth R6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Growth R6 had a return of 3.86% year-to-date (YTD) and 11.77% in the last 12 months. Over the past 10 years, MFS Growth R6 had an annualized return of 11.05%, which was very close to the S&P 500 benchmark's annualized return of 11.26%.
MFEKX
3.86%
-0.29%
-0.68%
11.77%
8.97%
11.05%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of MFEKX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.12% | 3.86% | |||||||||||
| 2024 | 4.43% | 8.46% | 2.62% | -4.56% | 6.36% | 5.51% | -1.87% | 1.21% | 1.70% | -0.73% | 6.17% | -11.30% | 17.53% |
| 2023 | 7.81% | -3.61% | 6.57% | 1.73% | 3.98% | 6.05% | 2.11% | 0.28% | -5.34% | -0.67% | 9.86% | -1.10% | 29.95% |
| 2022 | -9.66% | -5.40% | 2.60% | -11.84% | -1.19% | -7.42% | 10.75% | -5.88% | -9.91% | 4.74% | 5.62% | -7.09% | -31.75% |
| 2021 | -1.95% | 1.32% | 1.06% | 7.75% | -0.96% | 5.09% | 3.62% | 3.82% | -5.86% | 7.31% | -0.94% | -0.72% | 20.35% |
| 2020 | 3.64% | -6.02% | -9.40% | 13.16% | 6.32% | 3.40% | 7.02% | 7.91% | -3.95% | -3.53% | 8.14% | 0.04% | 27.08% |
| 2019 | 8.76% | 4.65% | 3.47% | 4.47% | -4.24% | 6.10% | 1.93% | 0.35% | -1.12% | 1.65% | 4.03% | 1.44% | 35.62% |
| 2018 | 9.06% | -1.71% | -1.86% | 0.64% | 4.29% | 1.25% | 1.84% | 4.56% | 1.51% | -9.53% | 1.46% | -10.97% | -1.25% |
| 2017 | 4.13% | 3.90% | 1.41% | 3.12% | 4.12% | -0.62% | 3.20% | 1.38% | 0.41% | 4.35% | 1.72% | -2.08% | 27.82% |
| 2016 | -5.05% | -1.79% | 5.65% | -0.47% | 3.00% | -0.87% | 4.85% | -0.76% | 0.16% | -1.77% | -0.50% | -0.98% | 0.98% |
| 2015 | -1.94% | 6.84% | -1.20% | -0.62% | 1.81% | -1.13% | 4.80% | -5.85% | -3.02% | 8.33% | 1.10% | -4.21% | 3.94% |
| 2014 | -2.24% | 5.56% | -3.25% | -1.57% | 3.20% | 1.34% | -0.74% | 3.22% | -1.56% | 2.82% | 3.14% | -0.82% | 9.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MFEKX is 29, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Growth R6 (MFEKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Growth R6 provided a 0.16% dividend yield over the last twelve months, with an annual payout of $0.33 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.08 | $0.17 | $2.79 |
Dividend yield | 0.16% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.00% | 0.11% | 0.22% | 3.90% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Growth R6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2014 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.64 | $2.79 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Growth R6. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Growth R6 was 37.55%, occurring on Nov 3, 2022. Recovery took 383 trading sessions.
The current MFS Growth R6 drawdown is 11.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.55% | Nov 22, 2021 | 240 | Nov 3, 2022 | 383 | May 15, 2024 | 623 |
| -29.35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 63 | Jun 22, 2020 | 86 |
| -24.28% | Oct 2, 2018 | 58 | Dec 24, 2018 | 84 | Apr 26, 2019 | 142 |
| -16.8% | Dec 2, 2015 | 46 | Feb 8, 2016 | 129 | Aug 11, 2016 | 175 |
| -15.01% | Dec 17, 2024 | 17 | Jan 13, 2025 | — | — | — |
Volatility
Volatility Chart
The current MFS Growth R6 volatility is 5.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.