Address And Details

500 Boylston St , Boston, MA 02116
Fund Manager Eric B. Fischman
Manager Tenure 12 Years 10 Months

Strategy And Objective

The fund s investment objective is to seek capital appreciation. MFS (Massachusetts Financial Services Company, the fund s investment adviser) normally 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. As of November 30, 2020, the range of the market capitalizations of the issuers in the Russell Midcap ® Growth Index was between $613.16 million and $60.44 billion. MFS normally invests the fund s assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies). MFS may invest the fund s assets in foreign securities. MFS normally invests the fund s assets across different industries and sectors, but MFS may invest a significant percentage of the fund s assets in issuers in a single industry or sector. MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered. For purposes of the fund s 80% policy, net assets include the amount of any borrowings for investment purposes.

Net Asset Value

as of 5:49 PM ET 09/27/2021

Performance

  • 1 Week
  • +0.64%
  • 1 Month
  • -1.26%
  • 3 Months
  • +5.55%
  • 1 Yr Return
  • +28.52%
  • 5 Yr Return
  • +97.17%

Equity Sector Breakdown

Technology 30.83%
RetailTrade 13.78%
IndustrialCyclical 13.38%
Services 10.12%
Health 9.25%
Finance 7.94%
NonDurables 5.32%
ConsumerDurables 0.15%
Energy n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 98.87%
ForeignStocks 5.96%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 17.84 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 2.68 3.20 0.65
Beta 0.95 0.94 0.97
R Squared 0.83 0.80 0.82
Std Deviation 19.28 15.74 14.37
Sharpe Ratio 1.08 1.31 n/a

Purchase Information

as of 5:49 PM ET 09/24/2021
Minimum Initial n/a
Minimum Additional $99
Minimum Initial IRA $99

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 06/30/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 06/30/2021
1 Year
  • +29.36%
  • +33.77%
+29.36% +33.77%
3 Year
  • +19.99%
  • +20.09%
+19.99% +20.09%
10 Year
  • +16.41%
  • +14.45%
+16.41% +14.45%
Life Of Fund
  • +8.90%
  • +8.68%
+8.90% +8.68%

Top 10 Holdings

Symbol Company Name % Of Assets
PKI PERKINELMER INC 2.48%
CDNS CADENCE DESIGN SYSTEMS INC 2.29%
MSCI MSCI INC A 2.27%
CRL CHARLES RIVER LABORATORIES IN 2.26%
MPWR MONOLITHIC POWER SYSTEMS 2.24%
TTWO TAKE TWO INTERACTIVE SOFTWRE 2.08%
AME AMETEK INC 2.08%
BFAM BRIGHT HORIZONS FAMILY SOLUT 1.98%
CPRT COPART INC 1.96%
MTCH MATCH GROUP INC 1.90%

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