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MFS Mid Cap Growth Fund (EAMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.42+0.11 (+0.52%)
As of 07:45PM EDT. Market open.

MFS Mid Cap Growth Fund

Boston, MA 2199

111 Huntington Avenue,24th Floor

MFS Series Trust IV

1-800-637-2929
Management information
,Lead manager since 29 June 2021
Eric J. Braz, CFA - Investment Officer - Equity Portfolio Manager - Joined MFS in 2007; previous positions include Equity Research Analyst. - Previous experience includes 3 years as Consultant at Bates and White, LLC. - Additional MFS experience includes participation in MFS' Summer MBA Internship Program in 2006. - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, Master of Business Administration, Robert Toigo Foundation Fellow - Pennsylvania State University, BS
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyMFS
Net assets11.8B
YTD return-28.39%
Yield0.00%
Morningstar rating★★★★
Inception date31 Mar 2005

Fund operations

Last dividendN/A
Last cap gain45.00
Holdings turnover30.00%
Average for categoryN/A

Fees and expenses

ExpenseEAMCXCategory average
Annual report expense ratio (net)1.03%1.09%
Prospectus net expense ratio1.03%N/A
Prospectus gross expense ratio1.04%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A