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MFS Mid Cap Growth 529A Fund (EAMCX)

Fund performance review and position details on MFS Mid Cap Growth 529A Fund (EAMCX)

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MFS Mid Cap Growth 529A Fund (EAMCX) HighlightMFS Mid Cap Growth 529A Fund (EAMCX) Fund Summary

MFS Mid Cap Growth 529A Fund (EAMCX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: MFS
Net Asset: $1.99B
Yield: 0%
Year-to-Date Return: 1.76%
Morningstar rating: 3

 

MFS Mid Cap Growth 529A Fund (EAMCX) CostMFS Mid Cap Growth 529A Fund (EAMCX) Cost

MFS Mid Cap Growth 529A Fund (EAMCX) various investment related cost

Initial Investment: 250
Total Expense Ratio (Mid-Cap Growth average): 1.21% (1.28%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 37.00%

 

MFS Mid Cap Growth 529A Fund (EAMCX) PerformanceMFS Mid Cap Growth 529A Fund (EAMCX) Performance

Most current MFS Mid Cap Growth 529A Fund (EAMCX) Performance

1-month Performance (Mid-Cap Growth category median performance): 2.44% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 9.56% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -0.57% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 11.31% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 9.84% (7.70%)
Number of Years of positive return: 11 years
Number of Years of negative return: 2 years
3 year Alpha (Mid-Cap Growth category average): 0.79 (-2.65)
3 year Beta (Mid-Cap Growth category average): 0.96 (1.02)
3 year Sharpe Ratio: 0.95
3 year Treynor: 11.75

MFS Mid Cap Growth 529A Fund (EAMCX) topholdingTop Stock Holdings in MFS Mid Cap Growth 529A Fund (EAMCX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Bright Horizons Family Solution2.49%0.00%
Ross Stores, Inc.2.42%0.00%
Roper Technologies, Inc. Common2.19%0.00%
Constellation Brands, Inc. Comm2.08%0.00%
FleetCor Technologies, Inc. Com2.06%0.00%
Aramark Common Stock1.97%0.00%
Amphenol Corporation Common Sto1.9%0.00%
SBA Communications Corporation1.77%0.00%
Henry Schein, Inc.1.75%0.00%
*Note: The price change will reset to 0 after the midnight

 

MFS Mid Cap Growth 529A Fund (EAMCX) Portfolio AllocationMFS Mid Cap Growth 529A Fund (EAMCX) Fund Portfolio Allocation

MFS Mid Cap Growth 529A Fund (EAMCX) Fund Portfolio Allocation data as of 04/2016

Stock97.11%
Bond0%
Cash2.89%
Other0%

 

MFS Mid Cap Growth 529A Fund (EAMCX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
MFS Mid Cap Growth 529A-0.5711.319.84
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

MFS Mid Cap Growth 529A Fund (EAMCX) PerformanceOther Financial Data Web Sites on MFS Mid Cap Growth 529A Fund (EAMCX)

Addition research sites for MFS Mid Cap Growth 529A Fund (EAMCX)

 

MFS Mid Cap Growth 529A Fund (EAMCX) Related ResourcesSee more information on MFS Mid Cap Growth 529A (EAMCX) Fund

Popular pages on MFS Mid Cap Growth 529A (EAMCX) Fund

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