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

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%
Get Quotes for Top Holdings

Sector Weightings

SectorEBCGX
Technology   27.55%
Healthcare   20.28%
Industrials   16.62%
Consumer Cyclical   15.70%
Financial Services   8.36%
Communication Services   5.19%
Real Estate   3.72%
Basic Materials   2.58%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%

Overall Portfolio Composition (%)

Cash 2.07%
Stocks 97.93%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
Other 0.00%

Equity Holdings

Average EBCGX Category Average
Price/Earnings 37.09 35.75
Price/Book 5.73 5.98
Price/Sales 4.53 4.25
Price/Cashflow 25.38 25.61
Median Market Cap 20,873.26 19,464.95
3 Year Earnings Growth 17.68 16.64

Bond Holdings

Performance & Risk

YTD Return 11.04%
5y Average Return 10.73%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family MFS
Net Assets 13.86B
YTD Return -15.78%
Yield 0.00%
Morningstar Rating
Inception Date Jul 31, 2002

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.

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