MFS Mid Cap Growth Fund Class R2 (MCPRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
27.76
+0.15 (0.54%)
Oct 28, 2024, 4:00 PM EDT
33.72%
Fund Assets 15.04B
Expense Ratio 1.29%
Min. Investment $0.00
Turnover 35.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 27.61
YTD Return 12.25%
1-Year Return 33.72%
5-Year Return 56.30%
52-Week Low 20.76
52-Week High 28.35
Beta (5Y) n/a
Holdings 92
Inception Date Oct 31, 2003

About MCPRX

The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of purchase.

Fund Family MFS
Category Mid-Cap Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MCPRX
Index Russell MidCap Growth TR

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FMDGX Fidelity Fidelity Mid Cap Growth Index Fund 0.05%
VMGRX Vanguard Vanguard Mid-Cap Growth Fund Investor Shares 0.37%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
OTCKX R6 0.66%
OTCJX R4 0.79%
OTCIX I 0.79%
OTCAX A 1.04%

Top 10 Holdings

25.10% of assets
Name Symbol Weight
Monolithic Power Systems, Inc. MPWR 3.50%
Howmet Aerospace Inc. HWM 3.37%
Currency Cash CASH_USD n/a 2.90%
Take-Two Interactive Software, Inc. TTWO 2.25%
Bright Horizons Family Solutions Inc. BFAM 2.24%
Verisk Analytics, Inc. VRSK 2.21%
MSCI Inc. MSCI 2.18%
Tyler Technologies, Inc. TYL 2.16%
Gartner, Inc. IT 2.15%
Spotify Technology S.A. SPOT 2.14%
View More Holdings