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Mutual Fund ticker: NASDAQ
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MFS Mid Cap Growth A (OTCAX) Ownership - Who owns MFS Mid Cap Growth A?

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Growth

Profile

Category
Mid-Cap Growth
Address
MFS Series Trust IV111 Huntington Avenue,24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
1.03
Min. Initial Investment
1000.00
Fund Existence
over 31 years
Turnover
35.00
Front Load
5.75
Net Assets
13920524000.00
Manager Tenure
N/A

Fundamentals

OTCAX
Net Assets
13.9B
Fund Existence
over 31 years
Turnover
35.00
Total Expense Ratio
1.03
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.04
Assets in Top Ten Holdings
3.75B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
1.66B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.64
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
97.00
Number of Net Holdings
97.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
24.30%
Gain YTD
-5.479
Annual Yield % from dividends
0.00
Returns for 1 year
-7.46
Returns for 3 years
3.06
Returns for 5 years
60.08
Returns for 10 years
84.32
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General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
MFS Series Trust IV111 Huntington Avenue,24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com