MFS Growth Fund (MFEIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.16: the stock has moved about 16% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerMFS Growth Fund (MFEIX) trades at $209.88. MFS Growth Fund (MFEIX) is a financial services company focused on asset management. The fund invests in equity securities, targeting companies with above-average earnings growth potential. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for MFEIX: MFEIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
MFS Growth Fund (MFEIX) Financial Services Profile
MFS Growth Fund (MFEIX) is a large-cap growth fund within the asset management sector, managing a substantial portfolio of equity securities. The fund seeks companies demonstrating above-average earnings growth, differentiating itself through a focused investment strategy and a significant market capitalization of $40.28 billion.
What Is the Investment Thesis for MFEIX?
MFS Growth Fund (MFEIX) presents an investment opportunity centered on its focused growth strategy and substantial assets under management. The fund's emphasis on companies with above-average earnings growth potential positions it to benefit from long-term market trends favoring innovative and expanding businesses. With a market capitalization of $40.28 billion, MFEIX has the scale to invest in a diverse portfolio of growth stocks. However, the fund's beta of 1.16 suggests a higher level of volatility compared to the broader market. A key risk factor is the fund's reliance on the advisor's ability to accurately identify companies with sustained earnings growth. The absence of a dividend yield may deter income-focused investors.
Based on FMP financials and quantitative analysis
MFEIX Key Highlights
Market capitalization of $40.28 billion indicates a substantial asset base and significant presence in the asset management industry.
- Beta of 1.16 suggests the fund is more volatile than the overall market, potentially offering higher returns but also greater risk.
- The fund focuses on equity securities of companies with above-average earnings growth potential, targeting a specific investment style.
- MFS Growth Fund operates within the broader MFS Investment Management, leveraging the firm's global reach and investment expertise.
- Absence of dividend yield may be unattractive to income-seeking investors, but aligns with a growth-oriented investment strategy.
Who Are MFEIX's Competitors?
MFEIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AAFTX American Funds 2035 Target Date Retirement Fund | $22.02 | +0.36% | $56.2B | — |
| MDIJX MFS International Diversification Fund | $30.70 | +0.92% | $43.5B | — |
| PRWCX T. Rowe Price Capital Appreciation Fund | $38.65 | +0.34% | $39.8B | — |
| RBHEX American Funds 2050 Target Date Retirement Fund | $25.35 | +0.96% | $42.7B | — |
| RFETX American Funds 2030 Target Date Retirement Fund | $19.59 | +0.31% | $51.5B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | — |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | — |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MFEIX's Key Strengths?
Strong brand reputation and long track record.
- Significant assets under management.
- Experienced investment team.
- Focus on high-growth companies.
What Are MFEIX's Weaknesses?
Higher volatility compared to the overall market (beta of 1.16).
- Reliance on advisor's ability to identify high-growth companies.
- Absence of dividend yield may deter some investors.
- Vulnerability to market downturns.
What Are the Key Risks for MFEIX?
Market downturns negatively impacting the value of the fund's investments.
- Failure to identify high-growth companies, leading to underperformance.
- Competition from other asset managers, reducing market share.
- Changes in investor preferences, impacting fund flows.
What Are MFEIX's Competitive Advantages?
- Established brand reputation and long track record in the asset management industry.
- Significant assets under management provide economies of scale.
- Experienced investment team with expertise in growth stock investing.
- Access to MFS Investment Management's global research resources.
What Does MFEIX Do?
MFS Growth Fund (MFEIX) is an actively managed fund that primarily invests in equity securities, focusing on companies exhibiting above-average earnings growth potential. The fund's investment strategy revolves around identifying and allocating capital to businesses believed to have superior growth prospects compared to their peers. Equity securities held by the fund include common stocks and other instruments that represent ownership interests in a company. MFEIX's investment decisions are guided by the advisor's assessment of a company's growth trajectory and its ability to generate above-average earnings. With a market capitalization of $40.28 billion, MFS Growth Fund holds a significant position within the asset management industry. The fund operates under the umbrella of MFS Investment Management, a global asset manager with a long history of serving individual and institutional investors. MFS aims to build long-term relationships with clients and deliver value through its investment expertise and client service. MFS has offices around the world and manages investments on behalf of individuals and institutions in many countries.
What Products and Services Does MFEIX Offer?
- Invests in equity securities, including common stocks.
- Focuses on companies with above-average earnings growth potential.
- Manages a portfolio of growth stocks across various sectors.
- Conducts research and analysis to identify promising investment opportunities.
- Monitors portfolio performance and makes adjustments as needed.
- Provides investment management services to individual and institutional investors.
How Does MFEIX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- May also earn performance-based fees if the fund outperforms its benchmark.
- Investment decisions are guided by the advisor's research and analysis.
- The fund distributes capital gains and dividends to its shareholders.
What Industry Does MFEIX Operate In?
MFS Growth Fund operates within the asset management industry, a sector characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. Trends include the increasing demand for passive investment strategies, the rise of sustainable investing, and the growing importance of technology in asset management. MFEIX competes with other growth-focused funds and asset managers, seeking to differentiate itself through its investment process and track record. The fund's performance is closely tied to the performance of growth stocks and the overall equity market.
Who Are MFEIX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
- High-net-worth individuals and families.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved +1.6%.
MFEIX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand reputation and long track record.
- Significant assets under management.
- Experienced investment team.
- Focus on high-growth companies.
Bear Case
- Higher volatility compared to the overall market (beta of 1.16).
- Reliance on advisor's ability to identify high-growth companies.
- Absence of dividend yield may deter some investors.
- Vulnerability to market downturns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
MFEIX Latest News
No recent news available for MFEIX.
MFEIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for MFEIX.
Price Targets
Wall Street price target analysis for MFEIX.
MFEIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for MFEIX; grades run from A+ (80-100) to F (below 30).
MFS Growth Fund Financials Stock: Key Questions Answered
What do analysts say about MFEIX stock?
As a mutual fund, MFEIX does not have individual stock analyst ratings in the traditional sense. However, performance is evaluated against benchmarks and peer funds. Investors should also assess the fund's investment strategy and its alignment with their own financial goals and risk tolerance.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made based on individual circumstances and risk tolerance.