Mfs Mid Cap Fund Quote

OTCIX Fund  USD 34.56  0.57  1.68%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Mfs Mid is trading at 34.56 as of the 22nd of November 2024; that is 1.68 percent increase since the beginning of the trading day. The fund's open price was 33.99. Mfs Mid has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Mfs Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. 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

Moving against Mfs Mutual Fund

  0.46EMLAX Mfs Emerging MarketsPairCorr
  0.46EMLNX Mfs Emerging MarketsPairCorr
  0.46EMLMX Mfs Emerging MarketsPairCorr
  0.31MKVGX Mfs International LargePairCorr

Mfs Mutual Fund Highlights

Fund ConcentrationMFS Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, MFS, Large, Mid-Cap Growth (View all Sectors)
Update Date30th of September 2024
Mfs Mid Cap [OTCIX] is traded in USA and was established 22nd of November 2024. 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 3.7 B in assets with no minimum investment requirementsMfs Mid Cap is currently producing year-to-date (YTD) return of 15.11%, while the total return for the last 3 years was -0.48%.
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

AJGArthur J GallagherStockFinancials
APHAmphenolStockInformation Technology
POOLPool CorporationStockConsumer Discretionary
GPNGlobal PaymentsStockFinancials
SSNCSSC Technologies HoldingsStockInformation Technology
STZConstellation Brands ClassStockConsumer Staples
PKIPerkinElmerStockHealth Care
MPWRMonolithic Power SystemsStockInformation Technology
More Details

Mfs Mid Cap Risk Profiles

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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