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MFS Mid Cap Growth I (OTCIX)

27.32 -0.99 (-3.50%)
At close: October 30 at 8:08:29 PM EDT

Fund Summary

The fund invests at least 80% of the fund's 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.

MFS Mid Cap Growth I

Boston, MA 2199
111 Huntington Avenue,24th Floor
1-800-637-2929

Fund Overview

Category Mid-Cap Growth
Fund Family MFS
Net Assets 12.56B
YTD Return 1.90%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 1997

Fund Operations

Last Dividend --
Last Cap Gain 43.00
Holdings Turnover 54.00%
Average for Category --

Fees & Expenses

Expense OTCIX Category Average
Annual Report Expense Ratio (net)
0.77% 1.09%
Prospectus Net Expense Ratio
0.77% --
Prospectus Gross Expense Ratio
0.78% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- 5.36%
Max Deferred Sales Load
-- 1.27%
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Bradford J. Mak - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2010; previous positions include Equity Research Analyst. - Previous experience includes 2 years as an Investment Analyst at Kingsbrook Partners, LP; 2 years as an Investment Analyst at Highbridge Capital Management; 3 years as Private Equity Associate - Healthcare Group at Paul Capital Partners; 2 years as Strategic

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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