MFS Mid Cap Growth Fund Class R2 (MCPRX)
| Fund Assets | 13.79B |
| Expense Ratio | 1.27% |
| Min. Investment | $1,000 |
| Turnover | 54.00% |
| Dividend (ttm) | 4.23 |
| Dividend Yield | 19.90% |
| Dividend Growth | 90.71% |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 9, 2025 |
| Previous Close | 21.27 |
| YTD Return | -5.58% |
| 1-Year Return | 3.76% |
| 5-Year Return | 19.67% |
| 52-Week Low | 20.53 |
| 52-Week High | 29.11 |
| Beta (5Y) | n/a |
| Holdings | 107 |
| Inception Date | Oct 31, 2003 |
About MCPRX
MFS Mid Cap Growth Fund Class R2 is a mutual fund designed to seek long-term capital appreciation by investing primarily in U.S. companies with medium market capitalizations. The fund focuses on selecting mid-cap companies that demonstrate the potential for consistent, above-average growth rates that it believes may be underappreciated by the broader market. Emphasizing high-quality businesses, the fund targets firms with strong competitive advantages, high barriers to entry, pricing power, and the ability to expand profit margins. Its approach is grounded in fundamental research and valuation analysis, ensuring that position sizes are determined by company fundamentals. With a large asset base and a seasoned management team, the fund serves as a vehicle for investors seeking exposure to the growth opportunities presented by the U.S. mid-cap segment, as illustrated by its alignment with the Russell Midcap Growth Index as a benchmark. Class R2 shares are specifically structured for eligible investors, featuring no initial sales charges and an annual 12b-1 fee, and are often used in retirement plans or employer-sponsored investment vehicles.
Performance
MCPRX had a total return of 3.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.93%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
25.82% of assets| Name | Symbol | Weight |
|---|---|---|
| Howmet Aerospace Inc. | HWM | 3.68% |
| Monolithic Power Systems, Inc. | MPWR | 3.13% |
| Take-Two Interactive Software, Inc. | TTWO | 2.99% |
| CBRE Group, Inc. | CBRE | 2.37% |
| Natera, Inc. | NTRA | 2.36% |
| LPL Financial Holdings Inc. | LPLA | 2.36% |
| Vistra Corp. | VST | 2.29% |
| Quanta Services, Inc. | PWR | 2.28% |
| Live Nation Entertainment, Inc. | LYV | 2.26% |
| TKO Group Holdings, Inc. | TKO | 2.09% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 9, 2025 | $4.23291 | Dec 10, 2025 |
| Dec 10, 2024 | $2.21958 | Dec 11, 2024 |
| Dec 9, 2021 | $1.12487 | Dec 10, 2021 |
| Dec 10, 2020 | $0.23469 | Dec 11, 2020 |
| Dec 12, 2019 | $0.18164 | Dec 12, 2019 |
| Dec 13, 2018 | $0.7252 | Dec 13, 2018 |