MFS Mid Cap Growth R2 (MCPRX)

Fund Assets	13.00B
Expense Ratio	1.27%
Min. Investment	$0.00
Turnover	54.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 9, 2025

Previous Close	23.65
YTD Return	4.35%
1-Year Return	-0.86%
5-Year Return	15.65%
52-Week Low	20.53
52-Week High	29.11
Beta (5Y)	0.95
Holdings	115
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.

• Fund Family: MFS
• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MCPRX
• Share Class: R2
• Index: Russell MidCap Growth TR

Performance

MCPRX had a total return of -0.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.26%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VMGRX	Vanguard	Vanguard Mid-Cap Growth Fund Investor Shares	0.33%
FMDGX	Fidelity	Fidelity Mid Cap Growth Index Fund	0.05%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
OTCKX	R6	0.65%
OTCIX	I	0.77%
OTCJX	R4	0.77%
OTCHX	R3	1.02%

Top 10 Holdings

23.29% of assets

Name	Symbol	Weight
Monolithic Power Systems, Inc.	MPWR	2.87%
Live Nation Entertainment, Inc.	LYV	2.80%
Take-Two Interactive Software, Inc.	TTWO	2.70%
Natera, Inc.	NTRA	2.60%
Ascendis Pharma A/S	ASND	2.42%
Seagate Technology Holdings plc	STX	2.05%
TKO Group Holdings, Inc.	TKO	2.04%
Howmet Aerospace Inc.	HWM	1.98%
Cloudflare, Inc.	NET	1.91%
Axon Enterprise, Inc.	AXON	1.91%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 26, 2026

Data Sources Report a data error