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MFS Mid Cap Growth 529B (EBCGX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Mid Cap Growth 529B (EBCGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of MFS Mid Cap Growth 529B Fund (EBCGX) ManagerFund Manager - Matthew D. Sabel

Fund Manager Information

Fund Manager Tenure: 5.0 years
Fund Family: MFS
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of MFS Mid Cap Growth 529B Fund (EBCGX) ProfileMFS Mid Cap Growth 529B Fund (EBCGX) Profile

Fund Profile and Description

MFS Mid Cap Growth 529B Fund seeks capital appreciation. MFS Mid Cap Growth 529B 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 529B Fund may invest in foreign securities, derivatives and may enter into short sales for the fund.

 

MFS Mid Cap Growth 529B (EBCGX) Fund Strength What we like about MFS Mid Cap Growth 529B (EBCGX) Fund

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

  • MFS Mid Cap Growth 529B Fund (EBCGX) management has been with MFS Mid Cap Growth 529B Fund for 5.0 years
  • MFS Mid Cap Growth 529B Fund (EBCGX) has good short-term performance (1-year return -1.37% vs -5.73% Mid-Cap Growth category median performance)
  • MFS Mid Cap Growth 529B Fund (EBCGX) has good mid-term performance (3-year return 10.41% vs 8.38% Mid-Cap Growth category median performance)
  • MFS Mid Cap Growth 529B Fund (EBCGX) has good Long-term performance (5-year return 9.00% vs 7.70% Mid-Cap Growth category median performance)
  • MFS Mid Cap Growth 529B Fund (EBCGX) ratio of up-years vs down years is greater than 2
  • Asset base in MFS Mid Cap Growth 529B Fund (EBCGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Mid Cap Growth 529B Fund (EBCGX) 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 529B management does not trade extensively for its return.
  • MFS Mid Cap Growth 529B Fund (EBCGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.88, lower than category average of 13.49

MFS Mid Cap Growth 529B Fund (EBCGX) Weakness What we are cautious about MFS Mid Cap Growth 529B (EBCGX) Fund

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

  • MFS Mid Cap Growth 529B Fund (EBCGX) has a Morningstar rating of 3 and below
  • MFS Mid Cap Growth 529B Fund (EBCGX) has a higher expense ratio of 2.02% than its Mid-Cap Growth average of 1.28%
  • MFS Mid Cap Growth 529B Fund (EBCGX) carries a 4% load
See MFS Mid Cap Growth 529B Fund (EBCGX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Mid Cap Growth 529B Fund (EBCGX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Mid Cap Growth 529B1.34-1.3710.419.00
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare MFS Mid Cap Growth 529B Fund (EBCGX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
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%

 

Graph of MFS Mid Cap Growth 529B Fund (EBCGX) Net Asset TrackingMFS Mid Cap Growth 529B (EBCGX) Fund Net Asset

Track net asset change of MFS Mid Cap Growth 529B fund (EBCGX)

DateNet Asset
05/2016$1.99B
03/2016$1.86B
02/2016$1.71B
More historic net asset information on MFS Mid Cap Growth 529B Fund (EBCGX)

  

Graph of MFS Mid Cap Growth 529B Fund (EBCGX) Portfolio TrackingMFS Mid Cap Growth 529B (EBCGX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Mid Cap Growth 529B fund (EBCGX)

DateCashStockBondOther
04/20162.89%97.11%0%0%
02/20163.58%95.59%0%0.84%
01/20163.43%95.75%0%0.83%
Click here to see more historic asset allocation information on MFS Mid Cap Growth 529B Fund (EBCGX)

 

graph of MFS Mid Cap Growth 529B Fund (EBCGX) Top 10 Position TrackingTop 10 Holdings in MFS Mid Cap Growth 529B (EBCGX) Fund

Discover what MFS Mid Cap Growth 529B Fund (EBCGX) 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 529B Fund (EBCGX)

  

Latest News on MFS Mid Cap Growth 529B (EBCGX) Fund

See what is happening with MFS Mid Cap Growth 529B Fund (EBCGX)

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MFS Mid Cap Growth 529B Fund (EBCGX) Related ResourcesSee more information on MFS Mid Cap Growth 529B (EBCGX) Fund

Popular pages on MFS Mid Cap Growth 529B (EBCGX) Fund

  

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