
MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF (MFSG)
ETF overview
MFSG seeks capital appreciation by investing in an actively managed portfolio of common stocks with above-average earnings growth potential. The fund may invest in companies of any size but intends to primarily invest in large-caps. It may also invest in foreign securities and concentrate assets in a single industry or sector. Investment decisions are based on a bottom-up fundamental approach, considering financial, market, and economic conditions. The adviser evaluates earnings, cash flows, valuation, momentum, competitive position, management ability, and ESG characteristics among other factors, and may utilize quantitative screening tools. The fund may engage in active and frequent trading, which results in a high portfolio turnover.
Fund facts
- Expense ratio
- 0.49%
- Fund assets
- 412.29M USD (all share classes)
- Issuer
- MFS
- Inception date
- Dec 5, 2024
- Number of holdings
- 66
Breakdown
Holdings (66)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP | NVDA | 13.92% |
| ALPHABET INC CL A | GOOGL | 11.29% |
| APPLE INC | AAPL | 6.57% |
| MICROSOFTCORP | MSFT | 6.05% |
| VISA INC CLASS A SHARES | V | 3.55% |
| BROADCOM INC | AVGO | 3.06% |
| META PLATFORMS INC CLASS A | META | 2.93% |
| AMAZON.COMINC | AMZN | 2.81% |
| ARISTA NETWORKS INC | ANET | 1.78% |
| GE VERNOVAINC | GEV | 1.76% |
| and 53 more | ||
Similar ETFs
- T. Rowe Price Growth Stock ETFTGRW · Overlap 61% · Expense ratio 0.52%
- NYLI Winslow Large Cap Growth ETFIWLG · Overlap 61% · Expense ratio 0.75%
- CastleArk Large Growth ETFCARK · Overlap 61% · Expense ratio 0.54%
- Putnam Focused Large Cap Growth ETFPGRO · Overlap 61% · Expense ratio 0.50%
- T. Rowe Price Growth ETFTGRT · Overlap 60% · Expense ratio 0.38%
- Hartford Exchange-Traded Funds - Hartford Alpha Capture Growth ETFACGO · Overlap 60% · Expense ratio 0.50%
- North Square Growth Opportunities ETFNSIG · Overlap 60% · Expense ratio 0.38%
- Fidelity Fundamental Large Cap Growth ETFFFLG · Overlap 59% · Expense ratio 0.38%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF (MFSG)
- Expense ratio
- 0.49%
- Fund assets
- 412.29M USD (all share classes)
- Issuer
- MFS
- Inception date
- Dec 5, 2024
- Number of holdings
- 66
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP | NVDA | 13.92% |
| ALPHABET INC CL A | GOOGL | 11.29% |
| APPLE INC | AAPL | 6.57% |
| MICROSOFTCORP | MSFT | 6.05% |
| VISA INC CLASS A SHARES | V | 3.55% |
| BROADCOM INC | AVGO | 3.06% |
| META PLATFORMS INC CLASS A | META | 2.93% |
| AMAZON.COMINC | AMZN | 2.81% |
| ARISTA NETWORKS INC | ANET | 1.78% |
| GE VERNOVAINC | GEV | 1.76% |
| and 53 more | ||
MFSG seeks capital appreciation by investing in an actively managed portfolio of common stocks with above-average earnings growth potential. The fund may invest in companies of any size but intends to primarily invest in large-caps. It may also invest in foreign securities and concentrate assets in a single industry or sector. Investment decisions are based on a bottom-up fundamental approach, considering financial, market, and economic conditions. The adviser evaluates earnings, cash flows, valuation, momentum, competitive position, management ability, and ESG characteristics among other factors, and may utilize quantitative screening tools. The fund may engage in active and frequent trading, which results in a high portfolio turnover.
- T. Rowe Price Growth Stock ETFTGRW · Overlap 61% · Expense ratio 0.52%
- NYLI Winslow Large Cap Growth ETFIWLG · Overlap 61% · Expense ratio 0.75%
- CastleArk Large Growth ETFCARK · Overlap 61% · Expense ratio 0.54%
- Putnam Focused Large Cap Growth ETFPGRO · Overlap 61% · Expense ratio 0.50%
- T. Rowe Price Growth ETFTGRT · Overlap 60% · Expense ratio 0.38%
- Hartford Exchange-Traded Funds - Hartford Alpha Capture Growth ETFACGO · Overlap 60% · Expense ratio 0.50%
- North Square Growth Opportunities ETFNSIG · Overlap 60% · Expense ratio 0.38%
- Fidelity Fundamental Large Cap Growth ETFFFLG · Overlap 59% · Expense ratio 0.38%
Overlap is the share of assets the two funds hold in common.
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