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MFSLarge GrowthMFSG · NYSE

MFS Active Growth ETF (MFSG)

Price
$29.96
11 Sept 2026
Assets
$379.2M
Total net assets
Expense ratio
0.49%
Category 0.90%
Yield
0.07%
Trailing distributions
3Y CAGR
Category 21.9%
5Y CAGR
Category 9.9%
Loading NAV history…
MFS Active Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.2%+1.6%+14.8%+5.9%+7.7%+9.8%
Large Growth average-2.1%1.2%15.6%9.0%12.3%21.9%9.9%16.6%12.8%
Difference-0.1%+0.4%-0.8%-3.1%-4.6%-3.0%

Holdings

The 10 largest positions make up 52.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp14.26%
GOOGLAlphabet Inc Class A11.18%
AAPLApple Inc6.02%
MSFTMicrosoft Corp5.28%
AVGOBroadcom Inc3.42%
VVisa Inc Class A3.32%
AMZNAmazon.com Inc2.91%
METAMeta Platforms Inc Class A2.35%
ANETArista Networks Inc1.95%
GEVGE Vernova Inc1.89%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
28.3
P/B
8.9
P/S
7.9
P/CF
25.6

Sector allocation

Share of the equity the fund holds.

47.7%Technology10 sectors
  1. Technology47.7%
  2. Communication services14.9%
  3. Industrials9.6%
  4. Consumer discretionary8.2%
  5. Health care7.3%
  6. Financial services6.4%
  7. Consumer staples1.9%
  8. Energy1.9%
  9. Materials1.8%
  10. Real estate0.3%

Asset mix

  • Stocks99.3%
  • Cash0.7%

ETF details

Issuer
MFS
Category
Equity · Large Growth
Ticker
MFSG
Exchange
NYSE
Inception
4 Dec 2024 (1.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.49% (category 0.90%)
Holdings turnover
50% (category 62%)
Distribution yield
0.07%
Beta, 3 years
0.00
Total net assets
$379.2M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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