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MFS® Mid Cap Growth Fund

       
   
   
   

Fact Sheet

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Symbol: OTCAX   CUSIP:  552987703   Newspaper Abbreviation: MCapA   Fund number: 83  
Daily NAV:  $13.53  (as of 4/23/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Holdings-based Characteristics

View Performance-based Characteristics
 
Portfolio characteristic data are based on unaudited net assets.

 
 
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Portfolio - Equity Level Data
(on 3/31/14)
Characteristics
Weighted Average Price/Earnings (next 12 months) 22.46x
Weighted Average Price/Cash Flow 18.63x
Weighted Average Price/Sales 2.43x
Weighted Average Price/Book 4.09x
Weighted Average IBES Long Term EPS Growth 17.03%
Weighted Average Market Cap $13.1b
Weighted Median Market Cap $9.8b
# of Stock Holdings 113
% in Stocks 96.52%
% in Cash & Other 1 3.48%
% in Top Ten 18.12%

Sector Weights
(on 3/31/14)
% Assets 
Health Care 16.55%
Industrial Goods & Services 15.42%
Special Products & Services 13.36%
Technology 8.91%
Retailing 8.67%
Leisure 8.33%
Financial Services 6.75%
Energy 5.08%
Consumer Staples 3.94%
Autos & Housing 3.57%
Cash & Other1 3.48%
Basic Materials 2.64%
Utilities & Communications 2.23%
Transportation 1.05%

Region
(on 3/31/14)
Country % Assets 
North America   94.67%
  United States 94.40%
  Canada 0.27%
Cash & Other1   3.48%
  Cash & Other 3.48%
Europe ex-U.K.   1.15%
  Denmark 1.15%
Asia/Pacific ex-Japan   0.41%
  Hong Kong 0.41%
Developed - Middle East/Africa   0.28%
  Israel 0.28%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.

 

Equity Portfolio Characteristics displayed prior to 1/31/10 reflects its market value, and is not based on equivalent exposure, which may differ.

 

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

 

1 Cash and other assets are less liabilities.

 
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.