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 ...
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 ...
CategorySmall-Cap Growth Portfolio StyleSmall-Cap Fund StatusOpen Fund InceptionJune 1, 2012 Manager Michael Grossman Investment Policy The Fund seeks capital appreciation by investing at least 65% of its assets in equity securities of companies of any size believed to offer superior prospects for g...
MFS® International Growth Fund 2.59 MFS® International Intrinsic Value Fund 2.58 MFS® Total Return Bond Fund 2.46 MFS® International New Discovery Fund 2.14 MFS® Blended Research Small Cap Equity Fund 2.02 MFS® Emerging Markets Debt Local Currency Fund 1.86 MFS® New Discovery Fund...
MFS Mid Cap Growth R6 8.88% MFS Mid Cap Value R6 8.80% MFS Research International R6 7.01% MFS Inflation-Adjusted Bond R6 5.06% MFS Commodity Strategy R6 4.11% MFS High Income R6 4.05% MFS Global Real Estate R6 3.91% Total 70.14% # of Holdings 22 *Holdings as of 2024-12-31 ...
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...
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Category Mid-Cap Growth Portfolio Style Mid-Cap Fund Status Open Fund Inception January 2, 2013 Managers Fischman Braz Investment Policy The Fund seeks long-term growth and value in the over-the-counter market. The Fund will invest primarily in small companies which may grow at faster rates...
visax 13.45 % virtus international smallcap aopax 9.12 % mfs international new discovery fund midax see more highest returns best foreign small/mid growth funds # 1 fidelity® series international sm cap fstsx # 2 american beacon eam int small cap tivfx # 3 mfs international new...
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% ...