Q4 | 2024 As of 31 December 2024 Fact Sheet MFS® Small Cap Growth Equity (USD) Goal Outperform the Russell 2000® Growth Index and small cap growth peers over full market cycles. Investment team Portfolio Manager Michael Grossman, CFA § 19 years with MFS § 25 years in industry ...
Portfolio Style Small-Cap Fund Status Closed Fund Inception July 2, 2012 Manager Richard Offen Investment Policy The Fund seeks capital appreciation. The Fund normally invests its assets primarily in equity securities. The Fund focuses on investing in the stocks of companies it believes are underv...
series international sm cap fstsx # 2 american beacon eam int small cap tivfx # 3 mfs international new discovery fund midax # 4 harding loevner intl small coms port hlmsx see full ratings list invested newsletter advice, rankings and one great story every day. sign up sign up to receive...
Market Cap Financial Performance Business Growth High High High High Performer-High Growth: An equity fund portfolio full of stocks with both strong financial performance and superior growth potential. Asset Allocation US Stock Non US Stock Cash Sector Allocation % Equity Technology 47.63% Healthcare ...
MFS® Blended Research Small Cap Equity Fund 2.02 MFS® Emerging Markets Debt Local Currency Fund 1.86 MFS® New Discovery Fund 1.01 MFS® New Discovery Value Fund 1.01 MFS® Emerging Markets Equity Fund 0.54 MFS® Blended Research Emerging Markets Equity Fund 0.53 Cash & Cash Equivalents...
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Market Cap Financial Performance Business Growth High Med High Mid Performer-High Growth: Stocks with average financial performance and superior growth potential lead this equity fund portfolio. Asset Allocation US Stock Non US Stock Cash US Bond Non US Bond Sector Allocation % Equity Healthcare 23.08...
Fidelity Advisor Small Cap Fund A FSTAX 11.52 0.09% Fidelity Advisor Strategic Income Fund A HWM.P 66.54 3.16% Howmet Aerospace Inc. 3.75% Cum Red Pfd Stk Series A Compare Follow us Analysis by Sector Energy Communication Services Real Estate ...
Aum/Mkt Cap YIELD Exp Ratio Watchlist MFS International Intrinsic Value Fund MINIX | Fund $41.91 $21.3 B 1.88% $0.79 0.81% MINIX - Profile Distributions YTD Total Return8.2% 3 Yr Annualized Total Return6.7% 5 Yr Annualized Total Return7.6% ...
American Beacon Unveils Equity MFs.The article reports on the launching of the American Beacon Zebra Large Cap Equity Fund and the American Beacon Zebra Small Cap Equity Fund by investment advisory services provider American Beacon Advisors.EBSCO_bspMoney Management Letter...