MFS® Mid Cap Growth Fund

Fund Overview

Objective

Seeks capital appreciation.

Key Differentiators

  • 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

Managers

Fund Information

OTCAXSYMBOL
$15.11 DAILY NAV AS OF 7/31/15
$1.7 B NET ASSETS AS OF 6/30/15
Fund Commencement
12/1/93
Class Inception
12/1/93
Net Assets ($M)
As of 6/30/15
$1,790.18
Maximum Sales Charge
5.75%
Net Asset Value (NAV)
As of 7/31/15
$15.11
NAV Change
$ 0.05  | 0.33%
Fiscal Year End
AUGUST
Fund Number
83
Gross Expense ratio
1.22 %
Net Expense ratio
1.20 %

Gross Expense Ratio is the fund’s total operating expense ratio from the fund’s most recent prospectus.

Net Expense Ratio reflects the reduction of expenses from fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These reductions will continue until at least December 31, 2015.

Top 10 Holdings Details

As of 6/30/15

Allergan plc
Jones Lang LaSalle Inc
Ross Stores Inc
Gartner Inc
Bright Horizons Family Solutions Inc
Roper Technologies Inc
AMETEK Inc
Henry Schein Inc
FleetCor Technologies Inc
Netflix Inc

20.47% of total net assets

Total number of holdings: 119

Full and Historical Holdings

The portfolio is actively managed, and current holdings may be different.

Average Annual Total Returns % Details

These results represent the percent change in net asset value.

As of 6/30/15 (YTD Updated Daily, as of 7/30/15) As of 6/30/15
 

*YTD Updated Daily as of 7/30/15, 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.

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.

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.

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.

Product Insights

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.