MFS Growth Fund

MFS Series Trust II · Series S000002419 · 9 share classes

Equity fund · 99% stocks
One fund, 9 share classes:MFEGXMFEJXMEGBXMFECXMFEIXMFELXMEGRXMFEHXMFEKX
$40.10B NAV
70 positions · as of 2026-02-28 · filed 2026-04-22
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2025 Q1

The funds investment objective is to seek capital appreciation.

Strategy · summarised

The fund invests primarily in large-capitalization growth stocks selected through bottom-up fundamental analysis of individual companies, seeking those with above-average earnings growth potential; it may also hold foreign securities and concentrate a significant portion of assets in a single industry, sector, or issuer. Because the fund may invest heavily in a small number of issuers or a single sector, performance may diverge materially from the broader market.

Expenses
0.52% 1.61%across 9 share classes
Share classGrossNetAs of
MFEGX0.87%0.86%2026 Q1
MFEJX0.62%0.61%2026 Q1
MEGBX1.62%1.61%2026 Q1
MFECX1.62%1.61%2026 Q1
MFEIX0.62%0.61%2026 Q1
MFELX1.62%1.61%2026 Q1
MEGRX1.12%1.11%2026 Q1
MFEHX0.87%0.86%2026 Q1
MFEKX0.53%0.52%2026 Q1

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 36.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.95%
of net assets
Stocks99.36%
Cash & short-term0.58%

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 13 new10 exited

Largest new: GILD, AMAT, ABNB, TKO, EMR, RTX, ASML Holding NV, AXON

Largest exited: NFLX, CRWD, DDOG, INTU, V, NOW, TRU, VEEV

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Mar 2023 – Feb 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA Corp.NVDA13.85%$5.55B
Microsoft Corp.MSFT9.41%$3.77B
Apple, Inc.AAPL9.13%$3.66B
Alphabet, Inc.GOOGL8.02%$3.21B
Amazon.com, Inc.AMZN6.11%$2.45B
Meta Platforms, Inc.META3.13%$1.26B
Mastercard, Inc.MA3.05%$1.22B
Broadcom, Inc.AVGO2.86%$1.15B
GE Vernova, Inc.GEV2.47%$991.37M
Amphenol Corp.APH2.03%$815.61M
Showing 10 of 70Sign in to see more

Top 10 positions are 60.06% of net assets, top 25 78.25%, across 70 issuers.

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