MFS Mid Cap Growth Fund Class R6
OTCKX
NASDAQ
Weiss Ratings | OTCKX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | OTCKX-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 | OTCKX-NASDAQ | Click to Compare |
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Fund Name | MFS Mid Cap Growth Fund Class R6 | |||
Category | Mid-Cap Growth | |||
Sub-Category | US Equity Mid Cap | |||
Prospectus Objective | Growth | |||
Inception Date | Jan 02, 2013 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | OTCKX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | OTCKX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.37% | |||
Asset Allocation | OTCKX-NASDAQ | Click to Compare |
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Cash | 0.49% | |||
Stock | 99.51% | |||
U.S. Stock | 94.06% | |||
Non-U.S. Stock | 5.45% | |||
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 | OTCKX-NASDAQ | Click to Compare |
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7-Day Total Return | -1.37% | |||
30-Day Total Return | -0.14% | |||
60-Day Total Return | 3.69% | |||
90-Day Total Return | 8.61% | |||
Year to Date Total Return | 7.16% | |||
1-Year Total Return | 17.58% | |||
2-Year Total Return | 31.90% | |||
3-Year Total Return | 38.94% | |||
5-Year Total Return | 45.91% | |||
Price | OTCKX-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 | OTCKX-NASDAQ | Click to Compare |
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Nav | $33.67 | |||
1-Month Low NAV | $33.47 | |||
1-Month High NAV | $34.29 | |||
52-Week Low NAV | $26.53 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $36.17 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | OTCKX-NASDAQ | Click to Compare |
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Beta | 1.09 | |||
Standard Deviation | 18.64 | |||
Balance Sheet | OTCKX-NASDAQ | Click to Compare |
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Total Assets | 15.61B | |||
Operating Ratios | OTCKX-NASDAQ | Click to Compare |
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Expense Ratio | 0.66% | |||
Turnover Ratio | 35.00% | |||
Performance | OTCKX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 17.30% | |||
Last Bear Market Total Return | -17.33% | |||