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%
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.

Symbol Provider Name Expense Ratio
VMGRX Vanguard Vanguard Mid-Cap Growth Fund Investor Shares 0.37%
VHCOX Vanguard Vanguard Capital Opportunity Fund Investor Shares 0.43%

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 assets
Name 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%
View More Holdings