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Mfs Mid Cap Growth Fund Class 529a (0P0000354J)

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MFS Mid Cap Growth Fund Class 529A historical data, for real-time data please try another search

21.420 +0.110 +0.52%

20/05 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

Morningstar Rating:
Total Assets: 18.04M

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Mfs Mid Cap Growth Fund Class 529a Overview

On this page you'll find an in-depth profile of Mfs Mid Cap Growth Fund Class 529a. Learn about the key management, total assets, investment strategy and contact information of 0P0000354J among other information.

Investment Strategy

The investment seeks capital appreciation. 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.

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States

Phone +1 8779606077

Web www.mfs.com

Top Executives

Name	Title	Since	Until
Eric Braz	Equity Portfolio Manager	2021	Now
Biography	Eric J. Braz, CFA - Investment Officer - Equity Portfolio Manager - Joined MFS in 2007; previous positions include Equity Research Analyst. - Previous experience includes 3 years as Consultant at Bates and White, LLC. - Additional MFS experience includes participation in MFS' Summer MBA Internship Program in 2006. - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, Master of Business Administration, Robert Toigo Foundation Fellow - Pennsylvania State University, BS
Paul J. Gordon	Equity Portfolio Manager	2011	Now
Biography	Paul J. Gordon - 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 2004 - Previous experience includes 3 years as Equity Research Associate at Fidelity Investments Management and Research Co. - Babson College, BS, cum laude
Eric B. Fischman	Investment Officer	2008	Now
Biography	Eric B. Fischman, is an investment officer and portfolio manager at MFS Investment Management® since Novembwe 2019. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School, a Juris Doctorate degree from Boston University School of Law, and a Bachelor of Arts degree from Cornell University. He also holds the Certified Financial Analyst designation.
Matthew D. Sabel	Investment Officer	2014	2018
Biography	Matthew Sabel is an investment officer and portfolio manager at MFS Investment Management® (MFS®) since September 2018. Matt joined MFS in 2009 and was named portfolio manager in 2011. Previously, he spent nine years at Fidelity Management and Research Company. He also served as an associate consultant at Putnam Associates for two years. He began his career in financial services as a mutual fund accountant at Investors Bank and Trust in 1997. Matt earned a Bachelor of Arts degree cum laude from Tufts University.
David C. Degroff	Portfolio Manager	2008	2011
Biography	David C. Degroff is a Portfolio Manager and Investment Officer with MFS. Mr. Degroff has been with the company since 1997.
Eric J. Weigel	Portfolio Manager	2007	2008
Biography	Investment Officer Quantitative Equity Portfolio Manager Serves on: MFS Quantitative Research Committee Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions.  Joined MFS in 2007 with over 19 years of industry experience  Previous experience includes: two years as the Founder and Portfolio Manager for Long Point Partners, LLC; one year as Chief Investment Officer for Milestone International; six years at Pioneer Investments in various roles including Portfolio Manager, Head of the U.S. Growth Team, and Director of Quantitative Research; and four years as Head of Global Asset Allocation for Chancellor LGT Asset Management  Author of several articles published in journals such as the Financial Analyst Journal, the Journal of Portfolio Management, and the Journal of Investing.  Frequent appearances on CNBC Squawk Box, Bloomberg TV 
Matthew W. Krummell	Investment Officer,Portfolio Manager	2006	2008
Biography	Lead Portfolio Manager As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. Joined MFS in 2001 Previous experience includes 3 years as Analyst and Portfolio Manager at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management. Affiliations include Boston Security Analysts Society, Inc., CFA Institute. University of Chicago, MBA University of California, Berkeley, BA, Phi Beta Kappa
David M. Earnest	Portfolio Manager, Vice President	2005	2006
Biography	Earnest is portfolio manager. He is vice president of MFS and has served the company since 2003.Prior to 2003, he was a portfolio manager and analyst of Manning & Napier.
David E. Sette-Ducati	Senior Vice President	2000	2006
Biography	Sette-Ducati serves as senior vice president and portfolio manager with MFS Investment Management. He joined the firm in 1995 as a research analyst.
Eric B. Fischman	Investment Officer	2002	2005
Biography	Eric B. Fischman, is an investment officer and portfolio manager at MFS Investment Management® since Novembwe 2019. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School, a Juris Doctorate degree from Boston University School of Law, and a Bachelor of Arts degree from Cornell University. He also holds the Certified Financial Analyst designation.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Mid Cap Growt.	21.420	+0.110	+0.52%