MFS Core Growth A
500 Boylston St 15 Th Fl Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Large Growth | | Fund Family: | MFS | | Net Assets: | 557.90M | | Year-to-Date Return: | -31.11% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-96 |
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Stephen Pesek
Lead Manager since
02-Jan-96 | | | Pesek is senior vice president and portfolio manager with MFS Investment Management. He joined the firm in 1994 as an industry specialist following the pharmaceutical, biotechnology, and electronics industries. He became a portfolio manager in 1996 and senior vice president in 1999. Previously, he worked for seven years with a major investment management firm as an equity analyst. Pesek holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund normally invests assets primarily in equity securities. It focuses on investing in the stock of growth companies. The fund generally focuses on companies with large capitalizations While it may invest in companies of any size. It may invest in foreign securities and derivatives. |
| Last Dividend
(23-Dec-97):
| 1.20 | | Last Cap Gain
(1-May-08):
| 1.08 | | Annual Holdings Turnover
| 329.00% | | Average for Category:
| 97.51% |
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| Expense | MFCAX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.35% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$950 | $615 | | 5 Yr Expense Projection*: |
$1,228 | $944 | | 10 Yr Expense Projection*: |
$2,017 | $1,866 |
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6.54% Nasdaq 
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