MFSGMFS Active Growth ETF
Seeks capital appreciation.
By MFS · Launched 2024
0.49%
#2,481 of 5,861 · average
$356M
#1,858 of 5,861 · large
+6.9%
1 year
#3,890 of 5,861 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 60.4% of fundconcentrated
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
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
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You're paying active fees for an index
This fund charges active-management prices while tracking its benchmark almost perfectly (a high R²). The metrics below show how little active management you're getting for that premium: low tracking error and a fee well above the passive peer median.
- R²
- 96.3%
- TE
- 4.2%
- Beta
- 0.98
- Fee
- 5× 0.10%
Sources: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-08-04