MFSGMFS Active Growth ETF
Seeks capital appreciation.
By MFS · Launched 2024
Annual Cost
0.49%
#2,575 of 6,040 · average
Fund Size
$379M
#1,878 of 6,040 · large
Return (1Y)
+7.1%
Track Record
1 year
#3,905 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,762+7.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 60.4% of fundconcentrated
NVIDIA Corp
13.6%
Microsoft Corp
9.4%
Apple Inc
9.0%
Alphabet Inc
7.9%
Amazon.com Inc
5.9%
Meta Platforms Inc
3.2%
Visa Inc
3.1%
GE Vernova Inc
3.0%
Broadcom Inc
3.0%
Taiwan Semiconductor Manufacturing Co Ltd
2.5%
Asset allocation
Stocks
99.3%
Cash
0.7%
By sector
Technology
47.7%
Communication
14.9%
Industrials
9.6%
Consumer Cyclical
8.2%
Healthcare
7.3%
Financial Services
6.4%
Consumer Defensive
1.9%
Energy
1.9%
Other
2.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.1%Moderate
Year-on-year price swings
Max drawdown
-23.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Employs an active bottom-up investment approach, primarily investing in common stocks of large capitalizations, including foreign securities, to seek capital appreciation. Investments are selected based on fundamental analysis and may focus on growth companies with above-average earnings potential.
- Inception date
- December 4, 2024
- Fund family
- MFS
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Data updated on 2026-09-18