Key stats
About MFS Active Exchange Traded Funds Trust MFS Active Growth ETF
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Inception date
Dec 5, 2024
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
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
Health Technology
Stocks99.10%
Technology Services34.27%
Electronic Technology18.43%
Retail Trade11.47%
Health Technology11.08%
Finance9.56%
Producer Manufacturing4.31%
Commercial Services3.23%
Consumer Non-Durables2.83%
Consumer Services1.26%
Process Industries1.20%
Utilities0.73%
Non-Energy Minerals0.72%
Bonds, Cash & Other0.90%
Cash0.90%
Stock breakdown by region
North America91.19%
Europe7.72%
Asia1.08%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history