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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.24% -0.02% 30.91M 9363.13
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund advisor normally invests at least 80% of the fund’s net assets in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund advisor normally invests the fund's assets across different industries and sectors, but he may invest a significant percentage of the fund's assets in issuers in a single industry or sector.
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 Funds
Fund Owner Firm Name MFS
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
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1.64%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
0.85%
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0.83%
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0.00%
23.64%
29.15%
41.46%
-36.63%
17.56%
41.52%
16.75%
0.96%
As of January 06, 2026.

Asset Allocation

As of January 02, 2026.
Type % Net
Cash 0.14%
Stock 99.86%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund advisor normally invests at least 80% of the fund’s net assets in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund advisor normally invests the fund's assets across different industries and sectors, but he may invest a significant percentage of the fund's assets in issuers in a single industry or sector.
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 Funds
Fund Owner Firm Name MFS
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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