MFS Growth A
What’s Causing the MFS Growth Fund’s Performance to Fall?
Although it remains an above average YTD performer among the 12 funds in this review, MFEGX has slipped from the top spot in the one-year period.
Inside the MFS Growth Fund Portfolio
Information technology, consumer discretionary, and healthcare sectors form the core of MFEGX, with a combined 73% of the fund’s net assets.
Which Picks Have Been a Boon for the MFS Growth Fund so Far in 2016?
The MFS Growth Fund Class A has gained by 3.2% YTD in 2016, which makes the fund among the above-average performers in the year so far, among our 12 funds.
Noteworthy Portfolio Changes in the MFS Growth Fund
The MFS Growth Fund Class A’s assets were invested across 87 holdings as of June 2016, and it was managing assets worth $12 billion as of the end of June.
Is the Upward Revision in US GDP Good Enough for a Rate Hike?
The upward revisions in US GDP bode well, especially since 1Q16 GDP has been revised upwards two times in a row. This made policymakers happy.
Richard Bernstein Advisors Is Positioned for the Bull Market
In his June 2016 “Insights” newsletter, Richard Bernstein said that his firm positioned itself for an earnings-driven bull market.
Did Business Fixed Investments Overshadow Shiny Consumer Spending in 1Q16?
Growth in PCE was quicker in 1Q16 than it was in 1Q15. It slowed from the 2.4% pace set in 4Q15. But the 1.9% in 1Q16 was good enough to grow the economy.
How Financials Held MFEGX in 1Q16
MFEGX fell 1.6% in 1Q16. MFEGX fell 1.8% for the one-year period ended March 2016 and ranked seventh among its peer group.
A Look at MFEGX’s Portfolio Moves prior to 1Q16
MFEGX’s assets were invested across 89 holdings as of March 2016, unchanged from a quarter ago. It was managing assets worth $11.8 billion as of March’s end.
Analyzing the MFS Growth Fund’s 2015 Portfolio
The information technology, consumer discretionary, and healthcare sectors form the core of the MFS Growth Fund.
Discretionary, IT Lifted the MFS Growth Fund through November 2015
Introduced in September 1993, the MFS Growth Fund (MFEGX) has witnessed several market cycles. MFEGX was an above-average performer among the 11 funds in this review.
Was the FOMC Being Hawkish or Giving Itself Room to Maneuver?
Most of the voting members of the present FOMC are doves who tend to err on the side of caution when making policy decisions.