MFS Active Growth ETF (MFSG)

Overview

The MFS Active Growth ETF (GROW) is an actively managed ETF that seeks long-term capital appreciation by investing primarily in a diversified portfolio of U.S. growth stocks. The fund aims to outperform the Russell 1000 Growth Index.

Reputation and Reliability

MFS is a well-established global investment manager with a long history and solid reputation in the industry.

Management Expertise

MFS has a team of experienced investment professionals dedicated to actively managing the fund.

Goal

Long-term capital appreciation.

Investment Approach and Strategy

Strategy: Actively managed, focuses on identifying growth companies with strong earnings potential.

Composition Primarily U.S. growth stocks, with flexibility to invest across market capitalizations.

Market Share: Relatively small market share compared to passive large-cap growth ETFs.

Total Net Assets (AUM): 152675600

Key Competitors

• VUG
• IVW
• QQQ

Competitive Landscape

The competitive landscape is dominated by large, passive ETFs. GROW attempts to outperform these through active management, potentially offering higher returns but also carrying higher fees. GROW has the advantage of active management flexibility but lacks the cost efficiency of passive ETFs.

Historical Performance: Requires specific date range to calculate and provide numerical data.

Benchmark Comparison: Requires specific date range to calculate and provide numerical data comparing GROW vs Russell 1000 Growth Index.

Expense Ratio: 0.59

Average Trading Volume

The average trading volume is moderate but sufficient for most investors.

Bid-Ask Spread

The bid-ask spread is generally tight, indicating good liquidity.

Market Environment Factors

Economic growth, interest rates, inflation, and investor sentiment influence the performance of growth stocks.

Growth Trajectory

The growth trajectory depends on the active management team's ability to identify and invest in high-growth companies. Fluctuations in holdings depend on the market.

Competitive Edge

GROW's advantage lies in its active management, which allows it to adapt to changing market conditions and potentially outperform passive benchmarks. MFS's experienced team and proprietary research process are key differentiators. However, active management comes at a higher cost compared to passive alternatives. The ability to select stocks that are more likely to grow faster than the market is a key competitive advantage. The investment management team has experience and expertise.

Volatility

Growth stocks are generally more volatile than value stocks, indicating above average volatility compared to the market.

Market Risk

Market risk is inherent in investing in equities, and growth stocks may be particularly susceptible to downturns due to their higher valuations.

Ideal Investor Profile

Investors seeking long-term capital appreciation and willing to tolerate higher levels of volatility.

Market Risk

Suitable for long-term investors with a growth-oriented investment strategy.

The MFS Active Growth ETF (GROW) offers investors exposure to a portfolio of actively managed U.S. growth stocks. Its active management strategy aims to outperform passive benchmarks, but it also comes with higher fees. It is suitable for investors with a long-term investment horizon and a higher risk tolerance. GROW offers the potential for above-average returns, but performance is dependent on the skill of the fund's managers. Investors should carefully consider their investment goals and risk tolerance before investing.

Data Sources:

• MFS Investment Management
• ETF.com
• Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.