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MFSG - ETF AI Analysis
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MFS Active Growth ETF (MFSG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Microsoft, and Meta Platforms, have shown strong year-to-date performance, driving the ETF's gains.
Sector Focus on Growth Industries
The ETF is heavily weighted in technology and communication services, sectors that have historically delivered high growth potential.
Reasonable Expense Ratio
The fund's expense ratio is relatively low compared to actively managed ETFs, helping investors retain more of their returns.
Negative Factors
High Concentration in Top Holdings
The top three holdings—Microsoft, Nvidia, and Apple—make up over 34% of the portfolio, increasing exposure to individual stock risks.
Limited Geographic Diversification
With over 98% exposure to U.S. companies, the ETF lacks significant international diversification, leaving it vulnerable to domestic market fluctuations.
Mixed Performance in Some Holdings
While some stocks like Nvidia and Broadcom have performed strongly, others like Amazon have shown weaker year-to-date returns, potentially dragging overall performance.
MFSG vs. SPDR S&P 500 ETF (SPY)
AUM161.09M
RegionGlobal
Expense Ratio0.49%
Beta1.14
IssuerMFS
Inception DateDec 05, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume45,506
30 Day Avg. Volume56,677
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
34.28Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering48
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MFSG Summary
The MFS Active Growth ETF (MFSG) is a fund focused on investing in companies with strong growth potential across the entire market, including small, mid, and large-cap businesses. It is actively managed, meaning experts adjust its holdings to keep up with market trends. The ETF includes well-known companies like Microsoft and Nvidia, and it emphasizes sectors such as technology and communication services. Investors might consider MFSG for its potential to grow their money over time by targeting innovative and expanding businesses. However, it’s important to know that this ETF is heavily influenced by tech stocks, so its value can fluctuate significantly with changes in the tech industry.
How much will it cost me?The MFS Active Growth ETF (MFSG) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed, requiring more research and adjustments compared to passively managed ETFs that track an index.
What would affect this ETF?The MFS Active Growth ETF could benefit from continued innovation and demand in the technology sector, which makes up nearly half of its holdings, as well as strong performance from top companies like Microsoft, Nvidia, and Apple. However, rising interest rates or economic slowdowns could negatively impact growth-focused stocks, particularly in sectors like technology and consumer cyclical. Additionally, global economic uncertainty or regulatory changes affecting major tech firms could pose risks to the fund's performance.
MFSG Top 10 Holdings
The MFS Active Growth ETF leans heavily into technology, with Nvidia and Microsoft as its top holdings, though their recent performance has been mixed. Nvidia’s long-term growth story in AI remains compelling, but short-term headwinds are holding it back. Microsoft, despite its cloud and AI focus, is also losing steam lately. Alphabet is a bright spot, rising steadily thanks to strong AI and cloud investments. Meanwhile, Meta and Amazon are dragging the fund, with bearish momentum and valuation concerns. Overall, the fund’s tech-heavy positioning underscores its growth focus, but recent sector volatility is creating a bumpy ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.87% | $22.37M | $4.43T | 28.06% | 76 Outperform | |
| Microsoft | 13.27% | $21.40M | $3.59T | 8.92% | 80 Outperform | |
| Alphabet Class A | 7.90% | $12.75M | $3.88T | 83.89% | 81 Outperform | |
| Apple | 7.02% | $11.32M | $4.12T | 14.80% | 79 Outperform | |
| Amazon | 6.63% | $10.70M | $2.45T | 1.10% | 71 Outperform | |
| Meta Platforms | 4.68% | $7.55M | $1.70T | 7.96% | 80 Outperform | |
| Visa | 3.38% | $5.45M | $634.02B | 6.50% | 75 Outperform | |
| Broadcom | 2.99% | $4.82M | $1.84T | 117.37% | 76 Outperform | |
| Netflix | 2.53% | $4.08M | $424.75B | 7.24% | 71 Outperform | |
| GE Vernova Inc. | 2.07% | $3.33M | $171.29B | 82.19% | 66 Neutral |
MFSG Technical Analysis
Positive
―
Price Trends
28.26
Positive
27.89
Positive
25.96
Positive
Market Momentum
0.02
Negative
54.26
Neutral
87.32
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MFSG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.12, equal to the 50-day MA of 28.26, and equal to the 200-day MA of 25.96, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 54.26 is Neutral, neither overbought nor oversold. The STOCH value of 87.32 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MFSG.
MFSG Peer Comparison
Comparison Results
Performance Comparison
MFSG
MFS Active Growth ETF
28.44
3.06
12.06%
TMFG
Motley Fool Global Opportunities ETF
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―
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FFOG
Franklin Focused Growth ETF
―
―
―
PJFG
PGIM Jennison Focused Growth ETF
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―
―
GRW
TCW Compounders ETF
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―
ATFV
Alger 35 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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