|500 Boylston St , Boston, MA 02116|
|Fund Manager||Eric B. Fischman|
|Manager Tenure||12 Years 10 Months|
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.
|Asset Type||% Of Allocation|
|Total Net Assets||17.84 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$99|
|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|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|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%|
|BFAM||BRIGHT HORIZONS FAMILY SOLUT||1.98%|
|MTCH||MATCH GROUP INC||1.90%|
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