MFS Mid Cap Growth Fund Class R4
OTCJX
NASDAQ
| Weiss Ratings | OTCJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | OTCJX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Eric B. Fischman (17), Eric Braz (4) | |||
| Website | http://www.mfs.com | |||
| Fund Information | OTCJX-NASDAQ | Click to Compare |
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| Fund Name | MFS Mid Cap Growth Fund Class R4 | |||
| 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 | OTCJX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | OTCJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | OTCJX-NASDAQ | Click to Compare |
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| Cash | 0.96% | |||
| Stock | 99.03% | |||
| U.S. Stock | 92.98% | |||
| Non-U.S. Stock | 6.05% | |||
| 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 | OTCJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.90% | |||
| 30-Day Total Return | -4.03% | |||
| 60-Day Total Return | -4.64% | |||
| 90-Day Total Return | -5.97% | |||
| Year to Date Total Return | -5.24% | |||
| 1-Year Total Return | 7.81% | |||
| 2-Year Total Return | 3.16% | |||
| 3-Year Total Return | 27.62% | |||
| 5-Year Total Return | 12.21% | |||
| Price | OTCJX-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 | OTCJX-NASDAQ | Click to Compare |
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| Nav | $25.66 | |||
| 1-Month Low NAV | $24.48 | |||
| 1-Month High NAV | $26.81 | |||
| 52-Week Low NAV | $24.48 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $33.75 | |||
| 52-Week High Price (Date) | Sep 18, 2025 | |||
| Beta / Standard Deviation | OTCJX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 15.65 | |||
| Balance Sheet | OTCJX-NASDAQ | Click to Compare |
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| Total Assets | 12.71B | |||
| Operating Ratios | OTCJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.77% | |||
| Turnover Ratio | 54.00% | |||
| Performance | OTCJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.22% | |||
| Last Bear Market Total Return | -17.37% | |||