Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.24% -0.12% 31.54M 1625.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 90.92M

Basic Info

Investment Strategy
The Fund seeks capital appreciation. Under normal market circumstances, the fund invests at least 80% of the funds net assets in equity securities. While MFS may invest the funds assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name MFS
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
--
3.59%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.88%
36.63%
17.06%
29.74%
-19.84%
31.44%
17.14%
26.05%
1.89%
--
--
--
--
--
--
--
-1.06%
--
--
--
--
--
--
--
2.19%
39.77%
12.96%
34.01%
-25.15%
23.25%
20.89%
0.06%
-1.34%
As of January 30, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks capital appreciation. Under normal market circumstances, the fund invests at least 80% of the funds net assets in equity securities. While MFS may invest the funds assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name MFS
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders