Mfs Mid Cap Fund Quote
OTCBX Fund | USD 20.13 0.52 2.65% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mfs Mid is trading at 20.13 as of the 17th of March 2025; that is 2.65 percent increase since the beginning of the trading day. The fund's open price was 19.61. Mfs Mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund invests at least 80 percent of the funds net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap Growth Index over the last 13 months at the time of purchase.. More on Mfs Mid Cap
Mfs Mutual Fund Highlights
Fund Concentration | MFS Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, MFS, Large, Mid-Cap Growth (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 29th of December 2022 |
Fiscal Year End | August |
Mfs Mid Cap [OTCBX] is traded in USA and was established 17th of March 2025. Mfs Mid is listed under MFS category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of MFS family. This fund now has accumulated 13.19 B in assets with no minimum investment requirementsMfs Mid Cap is currently producing year-to-date (YTD) return of 0.33%, while the total return for the last 3 years was 5.34%.
Check Mfs Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Mid Cap Mutual Fund Constituents
POOL | Pool Corporation | Stock | Consumer Discretionary | |
NFLX | Netflix | Etf | Communication Services | |
SBAC | SBA Communications Corp | Stock | Real Estate | |
GPN | Global Payments | Stock | Financials | |
STZ | Constellation Brands Class | Stock | Consumer Staples | |
APH | Amphenol | Stock | Information Technology | |
ADSK | Autodesk | Stock | Information Technology | |
EA | Electronic Arts | Stock | Communication Services |
Mfs Mid Cap Risk Profiles
Mean Deviation | 1.2 | |||
Standard Deviation | 1.78 | |||
Variance | 3.16 | |||
Risk Adjusted Performance | (0.16) |
Mfs Mid Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Mid financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Mid security.
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