MFS Growth R6 (MFEKX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MFEKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MFEKX
MFEKX charges 0.51% annually. There are 62 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MFEKX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | MFEKX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MFEKX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MFEKX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | MFEKX vs VRGWX |
Best Risk-Adjusted Alternatives to MFEKX
MFEKX has a PortfoliosLab risk / return rank of 8. There are 342 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | MFEKX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | MFEKX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | MFEKX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | MFEKX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | MFEKX vs VHCAX |
Top Performing MFEKX Alternatives (YTD)
MFEKX is at 3.12% YTD. There are 305 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | MFEKX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | MFEKX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | MFEKX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | MFEKX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | MFEKX vs CHAIX |
Lowest Volatility Alternatives to MFEKX
MFEKX has 17.10% 1-year volatility. There are 213 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | MFEKX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | MFEKX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | MFEKX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | MFEKX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | MFEKX vs GQEPX |
Lowest Drawdown Alternatives to MFEKX
MFEKX has a 1-year max drawdown of -17.27%. There are 313 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MFEKX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MFEKX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MFEKX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MFEKX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MFEKX vs DNVYX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 15 | 4.31% | — | Jan 1996 | MFEKX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 47 | 9.75% | — | May 2006 | MFEKX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 47 | 9.68% | — | Feb 1996 | MFEKX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 8.57% | — | Sep 2004 | MFEKX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -2.31% | — | Jan 1935 | MFEKX vs MIGFX | |
| MFS Growth I | Large Cap Growth Equities | 8 | 3.06% | — | Jul 1997 | MFEKX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 27 | 4.94% | — | — | MFEKX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 45 | 9.53% | — | Jan 1996 | MFEKX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 35 | 8.16% | — | Jul 1924 | MFEKX vs MITTX | |
| MFS Total Return Fund | Diversified Portfolio | 44 | 5.02% | — | Oct 1970 | MFEKX vs MSFRX |
Often Compared With MFEKX
Investors most often compare MFEKX with VOO, ^GSPC, VFIAX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare MFEKX with Any Fund or Stock
Compare MFEKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MFEKX with funds that move differently
MFS Growth R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MFEKX.
Explore MFEKX Diversifiers