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    MFS Mid Cap Growth R2 (MCPRX)

    14.18 Down 0.01(0.07%) Jul 2

    Profile as of May 30, 2015Get Profile for:
    MFS Mid Cap Growth R2
    MFS Series Trust IV111 Huntington Avenue,24th FloorBoston, MA 2199
    Phone: 800-225-2606
    Fund Overview 
    Category:Mid-Cap Growth
    Fund Family:MFS
    Net Assets:1.80B
    Year-to-Date Return:6.56%
    Morningstar Rating:3 stars
    Fund Inception Date:Oct 31, 2003
    Morningstar Style Box 
    Mid-Cap Growth
    [View Category Definition]
    View Top Mid-Cap Growth Funds
    About the Morningstar Style Box
    Management Information 
    Matthew D. Sabel
    Lead Manager since Apr 30, 2014
    Paul J. Gordon is an Equity Portfolio Manager at MFS Investment Management® (MFS®) and an equity research analyst. He covers the business services, consumer products, and chemical industries in the United States. Paul joined MFS as a research analyst in 2004. Previously, he served four years as an equity research associate for Fidelity Investments Management and Research Co. He earned a Bachelor of Science degree from Babson College.
    Investment Information 
    Min Initial Investment:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    MCPRX can be purchased from 53 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund 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.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 15, 2014) : 0.00
    Annual Holdings Turnover (Jun 30, 2015) : 59.00%
    Average for Category:57.56%
    Fees & Expenses 
    ExpenseMCPRXCategory Avg
    Annual Report Expense Ratio (net):1.45%1.30%
    Prospectus Net Expense Ratio:1.45%N/A
    Prospectus Gross Expense Ratio:1.47%N/A
    Max 12b1 Fee:0.50%N/A
    Max Front End Sales Load:N/A5.35%
    Max Deferred Sales Load: N/A2.14%
    3 Yr Expense Projection*:463537
    5 Yr Expense Projection*:801857
    10 Yr Expense Projection*:1,7561,755
    * Per $10,000 invested