MFS Mid Cap Growth 529A (EAMCX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Mid Cap Growth 529A (EAMCX) Fund

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Fund Manager - Matthew D. Sabel

Fund Manager Information

Fund Manager Tenure: 5.5 years
Fund Family: MFS
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

MFS Mid Cap Growth 529A Fund (EAMCX) Profile

Fund Profile and Description

MFS Mid Cap Growth 529A Fund seeks capital appreciation. MFS Mid Cap Growth 529A Fund normally invests at least 80% of assets in issuers with medium-market capitalizations within the range of the Russell Midcap Growth Index at the time of purchase. It normally invests in equity securities. MFS Mid Cap Growth 529A Fund may invest in foreign securities, derivatives and may enter into short sales for the fund.

 

 What we like about MFS Mid Cap Growth 529A (EAMCX) Fund

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

• MFS Mid Cap Growth 529A Fund (EAMCX) management has been with MFS Mid Cap Growth 529A Fund for 5.5 years
• MFS Mid Cap Growth 529A Fund (EAMCX) has good short-term performance (1-year return -0.57% vs -5.73% Mid-Cap Growth category median performance)
• MFS Mid Cap Growth 529A Fund (EAMCX) has good mid-term performance (3-year return 11.31% vs 8.38% Mid-Cap Growth category median performance)
• MFS Mid Cap Growth 529A Fund (EAMCX) has good Long-term performance (5-year return 9.84% vs 7.70% Mid-Cap Growth category median performance)
• MFS Mid Cap Growth 529A Fund (EAMCX) ratio of up-years vs down years is greater than 2
• Asset base in MFS Mid Cap Growth 529A Fund (EAMCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• MFS Mid Cap Growth 529A Fund (EAMCX) has an annual stock turnover rate of 37.00% vs Mid-Cap Growth average of 50.96%. It is good that MFS Mid Cap Growth 529A management does not trade extensively for its return.
• MFS Mid Cap Growth 529A Fund (EAMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.95, lower than category average of 13.49
• MFS Mid Cap Growth 529A Fund (EAMCX) has a lower expense ratio than its Mid-Cap Growth average: 1.21% vs 1.28%

 What we are cautious about MFS Mid Cap Growth 529A (EAMCX) Fund

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

• MFS Mid Cap Growth 529A Fund (EAMCX) has a Morningstar rating of 3 and below
• MFS Mid Cap Growth 529A Fund (EAMCX) carries a 5.75% load

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

 

What do you think?

 

Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
MFS Mid Cap Growth 529A	1.76	-0.57	11.31	9.84
Akre Focus Instl (AKRIX)	3.59	1.80	11.15	15.02	Compare
Baron Asset Instl (BARIX)	1.54	-1.98	10.28	10.08	Compare
Bright Rock Mid Cap Growth Instl (BQMGX)	8.53	4.53	9.87	5.79	Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)	0	0	0
PowerShares Russell Midcap Pure Gr ETF (PXMG)	-0.83%	-6.85%	5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)	1.16%	-5.74%	7.25%
iShares Morningstar Mid-Cap Growth (JKH)	1.51%	-5.25%	9.06%
Vanguard Mid-Cap Growth ETF (VOT)	3.05%	-4.02%	9.94%

 

MFS Mid Cap Growth 529A (EAMCX) Fund Net Asset

Track net asset change of MFS Mid Cap Growth 529A fund (EAMCX)

Date	Net Asset
05/2016	$1.99B
03/2016	$1.86B
02/2016	$1.71B

More historic net asset information on MFS Mid Cap Growth 529A Fund (EAMCX)

  

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

Track portfolio allocation change of MFS Mid Cap Growth 529A fund (EAMCX)

Date	Cash	Stock	Bond	Other
04/2016	2.89%	97.11%	0%	0%
02/2016	3.58%	95.59%	0%	0.84%
01/2016	3.43%	95.75%	0%	0.83%

Click here to see more historic asset allocation information on MFS Mid Cap Growth 529A Fund (EAMCX)

 

Top 10 Holdings in MFS Mid Cap Growth 529A (EAMCX) Fund

Discover what MFS Mid Cap Growth 529A Fund (EAMCX) manager is buying

Apr 29, 2016 Bright Horizons Family Solution [2.49%] Ross Stores, Inc. [2.42%] Roper Technologies, Inc. Common [2.19%] Constellation Brands, Inc. Comm [2.08%] FleetCor Technologies, Inc. Com [2.06%] Aramark Common Stock [1.97%] Amphenol Corporation Common Sto [1.9%] SBA Communications Corporation [1.77%] Henry Schein, Inc. [1.75%]

Feb 28, 2016 Ross Stores, Inc. [2.59%] Bright Horizons Family Solution [2.55%] Henry Schein, Inc. [2.51%] Gartner, Inc. Common Stock [2.27%] Roper Technologies, Inc. Common [2.22%] Allergan plc Ordinary Shares [2.09%] Constellation Brands, Inc. Comm [2.01%] Aramark Common Stock [1.97%] Amphenol Corporation Common Sto [1.91%]

Jan 30, 2016 Bright Horizons Family Solution [2.78%] Ross Stores, Inc. [2.61%] Gartner, Inc. Common Stock [2.38%] Roper Technologies, Inc. Common [2.28%] Henry Schein, Inc. [2.26%] Constellation Brands, Inc. Comm [2.02%] Allergan plc Ordinary Shares [2.01%] Aramark Common Stock [1.96%] SS&C Technologies Holdings, Inc [1.9%]

Click here for Stock Holding Change Map in MFS Mid Cap Growth 529A Fund (EAMCX)

  

Latest News on MFS Mid Cap Growth 529A (EAMCX) Fund

See what is happening with MFS Mid Cap Growth 529A Fund (EAMCX)

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

• MFS Mid Cap Growth 529A (EAMCX) Fund Research and Recommendation
• MFS Mid Cap Growth 529A (EAMCX) Fund Performance Data
• MFS Mid Cap Growth 529A (EAMCX) Fund Manager Information
• Historic MFS Mid Cap Growth 529A (EAMCX) Fund Asset Allocation Report
• Historic MFS Mid Cap Growth 529A (EAMCX) Fund Top 10 Holding Tracking
• Historic MFS Mid Cap Growth 529A (EAMCX) Fund Asset Under Management Tracking