MFS® Mid Cap Growth Fund

US Equity | OTCAX
$ 15.99
$0.18 As of 12/15/17
$2.5B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® Mid Cap Growth Fund

US Equity
OTCAX
$0.18 As of 12/15/17
As of 11/30/17
US Equity | OTCAX
$ 15.99
$0.18 As of 12/15/17
$2.5B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Invests in mid-cap companies with long-term growth potential and focuses on companies believed to have higher sustainable earnings growth rates and stock valuations not reflected in long term growth prospects

Focuses on "out year" earnings power by seeking companies whose rate and/or duration of growth is higher than the overall market, companies with pricing power, and companies with high-quality sustainable growth

Fund Information

Fund Commencement
12/01/93
Net Assets ($ M)
As of 11/30/17
$2560.73
Fiscal Year End
AUGUST
Benchmark
Russell Midcap Growth Index measures U.S. mid-cap growth stocks.
Russell Midcap® Growth Index

Top 10 Holdings

As of 11/30/17
  • Bright Horizons Family Solutions Inc
  • PerkinElmer Inc
  • AMETEK Inc
  • SBA Communications Corp REIT
  • NVIDIA Corp
  • Cadence Design Systems Inc
  • Amphenol Corp
  • Global Payments Inc
  • Roper Technologies Inc
  • Take-Two Interactive Software Inc
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in mid-cap companies can be more volatile than investments in larger companies.

Investments in growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/15/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    The performance shown is attributable in part to unusual market conditions. These conditions may not be repeated in the future.
    MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Mid-Cap Growth

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Mid-Cap Growth

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions