MFS Mid Cap Growth Fund Class R1
OTCGX
NASDAQ
| Weiss Ratings | OTCGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | OTCGX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Eric B. Fischman (16), Eric Braz (4) | |||
| Website | http://www.mfs.com | |||
| Fund Information | OTCGX-NASDAQ | Click to Compare |
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| Fund Name | MFS Mid Cap Growth Fund Class R1 | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | OTCGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | OTCGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.36% | |||
| Asset Allocation | OTCGX-NASDAQ | Click to Compare |
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| Cash | 1.15% | |||
| Stock | 98.85% | |||
| U.S. Stock | 93.50% | |||
| Non-U.S. Stock | 5.35% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | OTCGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.12% | |||
| 30-Day Total Return | -0.34% | |||
| 60-Day Total Return | 0.04% | |||
| 90-Day Total Return | 5.57% | |||
| Year to Date Total Return | 8.03% | |||
| 1-Year Total Return | 11.70% | |||
| 2-Year Total Return | 30.58% | |||
| 3-Year Total Return | 43.00% | |||
| 5-Year Total Return | 36.17% | |||
| Price | OTCGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | OTCGX-NASDAQ | Click to Compare |
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| Nav | $23.12 | |||
| 1-Month Low NAV | $22.78 | |||
| 1-Month High NAV | $23.31 | |||
| 52-Week Low NAV | $18.02 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $25.38 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | OTCGX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 17.74 | |||
| Balance Sheet | OTCGX-NASDAQ | Click to Compare |
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| Total Assets | 15.11B | |||
| Operating Ratios | OTCGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.78% | |||
| Turnover Ratio | 35.00% | |||
| Performance | OTCGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.53% | |||
| Last Bear Market Total Return | -17.52% | |||