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

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Mutual Of Omaha Investor Services Inc
  • Edward Jones
  • LPL SAM Eligible
  • Raymond James
  • Robert W. Baird & Co.
  • Trade PMR NTF
  • U.S. Bancorp Investments, Inc.
  • PAS
  • LPL SWM

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 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

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

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