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- Upturn Summary
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Upturn AI Summary
MFS Active Growth ETF(MFSG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MFSG
10/28/2026: MFSG (2-star) is a SELL. SELL for 4 days. Simulated Profits (-4.15%). Updated daily EoD!
MFSG is an actively managed ETF that targets long-term capital appreciation by investing in a high-conviction portfolio of high-quality, large-cap U.S. growth companies. Its primary strength lies in MFS Investment Management’s seasoned research approach, which aims to identify sustainable growth drivers. The fund is best suited as a core or satellite holding for growth-oriented investors looking for active stock selection. Key risks include higher management costs, potential for benchmark underperformance, and concentration risk inherent in focused portfolios. Investors should monitor the fund’s performance against relevant growth indices and evaluate the efficacy of the active management strategy over time.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund is specifically designed to target companies with superior growth characteristics. |
| Momentum investor | Mixed fit | While it holds growth stocks, its active, valuation-conscious approach may differ from pure momentum strategies. |
| Value investor | Weak fit | The fund focuses on growth rather than deep value or undervalued securities. |
| Dividend/Income investor | Weak fit | The strategy prioritizes capital appreciation over dividend yield. |
| Low-risk investor | Weak fit | Active equity growth strategies carry inherent market and concentration risks. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who prefer active management and believe the manager can beat a passive benchmark.
Suitability
Best for long-term investors comfortable with the volatility of growth stocks and the risks of active management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are inherently more sensitive to market sentiment and interest rate changes. |
| Market risk | High | The fund is fully invested in equities and will move in tandem with broader equity market trends. |
| Concentration | Medium / high | A focused portfolio means that the underperformance of a few key holdings can significantly impact total return. |
| Tracking/expense | Medium | Active management entails higher fees and the risk of underperforming the benchmark index. |
| Liquidity | Medium | Lower average daily volume compared to broad ETFs may lead to wider bid-ask spreads during market stress. |
| Business/sector quality | Low | The fund emphasizes high-quality businesses, which helps mitigate some downside risk in this category. |
Risk Analysis
Volatility
MFSG exhibits volatility characteristic of a concentrated large-cap growth portfolio, likely higher than a broad market index.
Market Risk
The fund is highly correlated with the performance of the U.S. growth equity market and sensitive to interest rate fluctuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 95 | The fund focuses on established companies with strong balance sheets and growth potential. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for liquidity and tactical allocation purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 13.83% | Avg. Invested days 68 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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