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. Currently up 0.42% on the day. It falls under the Mid-Cap Growth category.
Mfs Mid currently is exchanging hands at $28.71, reflecting 0.42% up today. Forward risk modeling suggests Mfs Mid maintains a moderate probability of significant NAV decline at approximately 22% probability. Measured over 90 trading days, Mfs Mid has delivered negative risk-adjusted returns on a risk-adjusted basis. The performance scores apply to the period beginning January 26, 2026 and ending April 26, 2026. Learn more.
Mfs Mid Cap [OTCKX] is traded in USA. The fund is listed under the Mid-Cap Growth category and is part of the MFS family. This fund now has accumulated 3.7 B in assets with no minimum investment requirements. Mfs Mid Cap is currently producing a year-to-date (YTD) return of 1.69%, while the total return for the last 3 years is 11.08%. Mfs Mid operates as a operator in the mfs segment where revenue is driven by core operating activities and end-market demand within its industry. Mfs Mid financial stability analysis
Broad sector allocation enhances the probability of achieving positive outcomes. Broader sector exposure in Mfs Mutual Fund lowers concentration risk but tends to reduce expected return. Investors consistently find that wider sector allocation reduces the impact of sector-specific downturns.
Institutional portfolios leverage Mfs Mid Cap Mutual Fund for targeted sector exposure without custom builds. Diversifying through funds provides a structured way to adjust portfolio sector weights. In many portfolio models, no single industry represents more than 20% of the equity allocation.
The fund generated returns of 3.0% over the last ten years. Mfs Mid Cap maintains 96.65% of assets in stocks. For Mfs Mid Cap, recent data highlights $12.7 billion in Total Assets and $3.7 billion in Net Assets.
Investor Insights and Alerts
For Mfs Mid, the alert layer turns periodic disclosures and market data into timely risk signals for active shareholders. For Mfs Mid managing 3.70 B, combining alerts with expense ratio and turnover data strengthens the risk assessment.
Mfs Mid Cap generated a negative expected return over the last 90 days
Mfs Mid Cap holder mix determines how liquidity and price discovery behave during market stress. Ownership mix should still be evaluated through filings, holder turnover, and governance disclosures. Share-count trends should still be monitored for dilution or capital-structure change. Mfs Mid Cap ownership structure should be reviewed with float and volume for realistic liquidity expectations.
Institutional participation shapes Mfs Mid Cap liquidity but does not guarantee above-market returns. The business currently sits in the Mid-Cap Growth sector and the Large industry. For Mfs Mid Cap, institutional flows, insider activity, and short interest together distinguish passive rebalancing from active conviction.
Short-horizon metrics for Mfs capture intraday price behavior that monthly NAV reporting often smooths over. The key question is whether short-term signals align with the fund manager's longer-term strategy and stated investment approach.
Forecasting applied to Mfs Mid Cap in the Mid-Cap Growth category draws on price structure, volatility patterns, and NAV trends. For Mfs Mid with 3.70 B in assets, fund data rarely stays stable. Forecast models for mutual funds are most informative when re-evaluated regularly.
Exposure drift is monitored through changes in holdings and factor weights. The current allocation is approximately 97.0% equities and 3.0% cash. It is classified under Mid-Cap Growth within the MFS family. The five-year return stands at 3.0%.
Methodology
Unless otherwise specified, data for Mfs Mid Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Mfs Mid Cap market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: This report references public fund disclosures, holdings reports, and market data feeds and institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Certain datasets may update with delay depending on source availability. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Mfs Mid Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.