MFEGX
MFS Growth-A
$201.24
-0.06 (-0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 48255.743M |
| 52 Week High | 201.58 |
| 52 Week Low | 135.726 |
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Key Data
| Symbol | MFEGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 201.24 |
| Price Yesterday | 201.3 |
| Market Cap | 48,255.74 |
| YTD Return | 27.52% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 201.58 |
|---|---|
| 52 Week Low | 135.73 |
| Market Cap | 48,255.74M |
| Shares Outstanding | 239.79M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 4.15% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.15% |
Returns Annualized
| One Day | -7.24% |
|---|---|
| Five Days | 181.77% |
| One Months | 93.23% |
| Three Months | 45.99% |
| Six Months | 65.04% |
| Nine Months | 57.31% |
| One Year | 41.87% |
| Three Years | 8.36% |
| Five Years | 15.62% |
| Ten Years | 15.06% |
| YTD | 60.27% |
| Since Inception | 10.63% |
Returns Total
| One Day | -0.03% |
|---|---|
| Five Days | 2.07% |
| One Month | 5.36% |
| Three Months | 9.75% |
| Six Months | 27.93% |
| Nine Months | 39.92% |
| One Year | 41.82% |
| Three Years | 27.08% |
| Five Years | 106.23% |
| Ten Years | 305.32% |
| YTD | 27.52% |
| Since Inception | 2132.53% |
Yearly Returns
| 2024 | 27.52% |
|---|---|
| 2023 | 35.79% |
| 2022 | -31.32% |
| 2021 | 23.34% |
| 2020 | 30.98% |
| 2019 | 37.35% |
| 2018 | 2.34% |
| 2017 | 30.54% |
| 2016 | 2.21% |
| 2015 | 7.11% |
Risk against SP-DA
| Alpha | 6.79% |
|---|---|
| Beta | 1.27 |
| Correlation | 93.22% |
| Downside Deviation | 2.97% |
| Coefficient of determination | 86.90% |
| Standard Deviation | 4.39% |
| Sharpe Ratio | 0.86 |
| Sortino | 4.43 |
| Treynor | 28.68 |
| Ulcer Index | 2.52 |
| Ulcer Performance Index | 5.22 |