MFELX Mutual Fund

MFELX Mutual Fund (MFS Growth Fund Class R1) is managed by MFS Investment Management with $15.8M in net assets. MFELX expense ratio is 1.61%, holding 82 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2005-04-01.

MFELX performance shows a YTD return of 4.21%. The 1-year return is 5.71% and the 5-year return is 6.98%. MFELX dividend yield stands at 23.29%, paid semi-annually.

MFELX top holdings include Nvidia Corp (14.5%), Alphabet Inc,class A (11.4%), Apple, Inc (6.3%), Microsoft Corp (4.4%), Broadcom Inc (4.3%). Go to all MFELX holdings, MFELX sectors, or MFELX dividends.

MFELX can be compared against other funds. Use MFELX overlap to find shared positions, or MFELX vs another fund for a side-by-side view. MFELX alternatives are available via the screener, along with tax-loss harvesting opportunities.