Mutual Funds - Profile

MFS Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage More

Price

  • Last Close
  • $28.68
    -2.29
  • 52 Week HL
  • $34.44 - $27.18
  • Net Assets
  • $15300 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 26, 2021

Company Holding
Cadence Design
Monolithic Power
Bright Horizons
PerkinElmer Inc
Take Two
Company Holding
Match Group,
MSCI Inc
Charles River
Ametek Inc
Copart Inc
Total 0%

Manager

  • Name
  • Eric B. Fischman
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-13.4 % YTD

  • 3 Year
  • 27.13%
  • 5 Year
  • 117.89%
  • Best
  • 34.71%
    2020
  • Worst
  • -13.45%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
OTCKX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -14.5% -2.4% -16.1% 18.9% 5.4% 6.9% -0.7% 5.8% 0.6% - -
Q2 - 8% 26.1% 8.1% 8.3% 7.1% 2.1% 0.9% 1.8% 3.2% -
Q3 - 8.6% 11.4% -1.3% 7.1% 5.1% 4.5% -6.3% 0.7% 9.3% -
Q4 - 1.7% 14.2% 5.5% -15.4% 4.8% -1.2% 4.7% 5.6% 9.4% -

Returns +
M

J F M A M J J A S O N D
2022 -14.5% - - - - - - - - - - -
2021 -2.4% 0.5% -0.5% 5.9% -2.1% 4.2% 4% 3.2% 1.1% 0.1% -3.4% -0.3%

Annual
Return

Index Comparison

Alpha

NAV