EBCGX - MFS Mid Cap Growth Fund Class 529B

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS Mid Cap Growth Fund Class 529B

MFS Series Trust IV

111 Huntington Avenue,24th Floor

Boston, MA 2199

Management Information
Eric Braz,Lead Manager since June 29, 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
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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.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyMFS
Net Assets13.86B
YTD Return-15.78%
Morningstar Rating★★★★
Inception DateJul 30, 2002

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover23.00%
Average for CategoryN/A

Fees & Expenses

ExpenseEBCGXCategory Average
Annual Report Expense Ratio (net)1.80%1.09%
Prospectus Net Expense Ratio1.80%N/A
Prospectus Gross Expense Ratio1.81%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales Load4.00%1.27%
3 Yr Expense Projection867N/A
5 Yr Expense Projection1,178N/A
10 Yr Expense Projection1,928N/A