MFS Mid Cap Growth Fund Class R2 (MCPRX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
27.01
-0.20 (-0.74%)
May 16, 2024, 4:00 PM EDT
22.49% (1Y)
Fund Assets | 13.77B |
Expense Ratio | 1.29% |
Min. Investment | $0.00 |
Turnover | 30.00% |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 27.21 |
YTD Return | 9.22% |
1-Year Return | 24.64% |
5-Year Return | 60.54% |
52-Week Low | 20.76 |
52-Week High | 27.53 |
Beta (5Y) | n/a |
Holdings | 93 |
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
Performance
MCPRX had a total return of 24.64% in the past year. Since the fund's inception, the average annual return has been 6.36%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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
24.70% of assetsName | Symbol | Weight |
---|---|---|
Monolithic Power Systems, Inc. | MPWR | 3.23% |
Cadence Design Systems, Inc. | CDNS | 2.83% |
Vulcan Materials Company | VMC | 2.66% |
AMETEK, Inc. | AME | 2.58% |
Howmet Aerospace Inc. | HWM | 2.39% |
Copart, Inc. | CPRT | 2.30% |
MSCI Inc. | MSCI | 2.27% |
Gartner, Inc. | IT | 2.25% |
Verisk Analytics, Inc. | VRSK | 2.12% |
Take-Two Interactive Software, Inc. | TTWO | 2.07% |