Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.80% 14.04B 0.00% 34.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
1.907B 34.13% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. 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.
General
Security Type Mutual Fund
Oldest Share Symbol OTCAX
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Growth
Category Index Russell Mid Cap Growth TR USD
Prospectus Objective Growth
Fund Owner Firm Name MFS
Prospectus Benchmark Index
Russell Mid Cap Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Eric Fischman 12.21 yrs
Paul Gordon 9.70 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 4
1.907B
-4.083B Category Low
14.83B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of February 28, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 02, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
8.90%
4.48%
4.58%
26.28%
1.13%
37.78%
35.66%
-1.09%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
3.30%
5.15%
5.83%
1.62%
27.64%
-6.64%
38.57%
39.82%
6.09%
5.78%
6.26%
2.47%
33.90%
2.27%
35.56%
45.36%
2.43%
11.82%
2.02%
7.51%
24.81%
-3.24%
37.31%
31.90%
3.22%
11.82%
0.60%
9.38%
24.41%
-7.42%
41.80%
17.36%
2.38%
As of March 02, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (3-2-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 42.77
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of January 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of January 31, 2021

Asset Allocation

As of January 31, 2021.
Type % Net % Long % Short
Cash 1.58% Upgrade Upgrade
Stock 98.42% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Cadence Design Systems Inc 2.82% 141.00 -0.81%
PerkinElmer Inc 2.61% 127.53 -1.69%
Monolithic Power Systems Inc 2.40% 370.00 -0.16%
Take-Two Interactive Software Inc 2.35% 188.00 -0.09%
Bright Horizons Family Solutions Inc 2.25% 164.95 1.30%
MSCI Inc 2.00% 418.81 -0.29%
Match Group Inc 1.94% 153.38 0.57%
Verisk Analytics Inc 1.85% 166.88 0.30%
Steris PLC 1.84% 177.77 0.00%
Clarivate PLC Ordinary Shares 1.77% 23.09 -0.04%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. 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.
General
Security Type Mutual Fund
Oldest Share Symbol OTCAX
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Growth
Category Index Russell Mid Cap Growth TR USD
Prospectus Objective Growth
Fund Owner Firm Name MFS
Prospectus Benchmark Index
Russell Mid Cap Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Eric Fischman 12.21 yrs
Paul Gordon 9.70 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (3-2-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 42.77
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of January 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of January 31, 2021

Fund Details

Key Dates
Inception Date 4/1/2005
Last Annual Report Date 8/31/2020
Last Prospectus Date 12/29/2020
Share Classes
EAMCX A
EBCGX B
ECGRX C
MCPRX Retirement
OTCAX A
OTCBX B
OTCCX C
OTCGX Retirement
OTCHX Retirement
OTCIX Inst
OTCKX Retirement
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No