Nasdaq - Delayed Quote USD

MFS Mid Cap Growth Fund Class 529B (EBCGX)

20.18 -0.21 (-1.03%)
At close: December 22 at 6:45 PM EST
Key Events
Loading Chart for EBCGX
DELL
  • Previous Close 20.39
  • YTD Return -15.78%
  • Expense Ratio 1.80%
  • Category Mid-Cap Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 13.86B
  • Beta (5Y Monthly) 0.98
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend 0.00
  • Inception Date Jul 31, 2002

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.

MFS

Fund Family

Mid-Cap Growth

Fund Category

13.86B

Net Assets

2002-07-31

Inception Date

Performance Overview: EBCGX

Trailing returns as of 3/21/2022. Category is Mid-Cap Growth.

YTD Return

EBCGX
15.78%
Category
10.80%
 

1-Year Return

EBCGX
0.64%
Category
48.17%
 

3-Year Return

EBCGX
13.94%
Category
21.26%
 

5-Year Return

EBCGX
15.19%
Category
20.18%
 

Holdings: EBCGX

Top 10 Holdings (23.42% of Total Assets)

SymbolCompany% Assets
PKI
PKI 3.03%
MSCI
MSCI Inc. 2.68%
CDNS
Cadence Design Systems, Inc. 2.57%
MPWR
Monolithic Power Systems, Inc. 2.49%
CRL
Charles River Laboratories International, Inc. 2.31%
STE
STERIS plc 2.19%
AME
AMETEK, Inc. 2.16%
VRSK
Verisk Analytics, Inc. 2.05%
AJG
Arthur J. Gallagher & Co. 2.01%
ICLR.IR
ICLR.IR 1.93%

Sector Weightings

SectorEBCGX
Technology   27.55%
Healthcare   20.28%
Industrials   16.62%
Real Estate   3.72%
Utilities   0.00%
Energy   0.00%

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