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

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.

MFS Mid Cap Growth Fund Class 529B

MFS Series Trust IV
111 Huntington Avenue,24th Floor
800-225-2606

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 Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 23.00%
Average for Category --

Fees & Expenses

Expense EBCGX Category Average
Annual Report Expense Ratio (net) 1.80% 1.09%
Prospectus Net Expense Ratio 1.80% --
Prospectus Gross Expense Ratio 1.81% --
Max 12b1 Fee 1.00% --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load 4.00% 1.27%
3 Yr Expense Projection 867 --
5 Yr Expense Projection 1,178 --
10 Yr Expense Projection 1,928 --

Management Information

Eric Braz, Lead Manager since June 30, 2021
Paul J. Gordon - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2004 - Previous experience includes 3 years as Equity Research Associate at Fidelity Investments Management and Research Co. - Babson College, BS, cum laude

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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