Seeks long-term capital growth through large-cap growth stocks.
MFS funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit MFS's website to open an account and purchase MFCAX.
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MFS Massachusetts Investors Growth Stock Fund Class A
Pre-filled with MFCAX's historical average return
MFCAX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on MFCAX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
MFS Massachusetts Investors Growth Stock Fund Class A
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Pre-filled with MFCAX's historical average return
Important: This projection uses simplified assumptions based on MFCAX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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MFCAX is the ticker symbol for MFS Massachusetts Investors Growth Stock Fund Class A, a Large Growth mutual fund managed by MFS. Seeks long-term capital growth through large-cap growth stocks.
MFCAX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
MFCAX has posted a 1-year return of +4.35%, 3-year return of +12.70%, 5-year return of +5.43%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
MFCAX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether MFCAX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Growth category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.