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About MFS Active Exchange Traded Funds Trust MFS Active Growth ETF
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Inception date
Dec 5, 2024
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Massachusetts Financial Services Co.
Distributor
MFS Fund Distributors, Inc.
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.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Retail Trade
Stocks100.52%
Technology Services35.29%
Electronic Technology20.88%
Retail Trade11.45%
Health Technology9.71%
Commercial Services6.08%
Finance4.74%
Producer Manufacturing3.83%
Consumer Durables2.14%
Consumer Non-Durables1.83%
Process Industries1.19%
Consumer Services1.10%
Utilities0.95%
Non-Energy Minerals0.80%
Bonds, Cash & Other−0.52%
Cash−0.52%
Stock breakdown by region
North America90.90%
Europe7.92%
Asia1.18%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history