MFS Mid Cap Growth Fund
MFS Series Trust IV · Series S000002434 · 9 share classes
data updated 2026-09-08
Fund profile
As filed in the prospectus · 2025 Q4
The funds investment objective is to seek capital appreciation.
The fund invests at least 80% of assets in equity securities of medium-capitalization growth companies, selected through bottom-up fundamental analysis of individual issuers. The fund may also hold foreign securities and can concentrate a significant portion of assets in a single industry or sector. Because the fund's returns depend on the manager's selection of growth companies rather than tracking a defined index, performance will diverge from any particular benchmark.
| Share class | Gross | Net |
|---|---|---|
| OTCAX | 1.03% | 1.02% |
| OTCJX | 0.78% | 0.77% |
| OTCBX | 1.78% | 1.77% |
| OTCCX | 1.78% | 1.77% |
| OTCIX | 0.78% | 0.77% |
| OTCGX | 1.78% | 1.77% |
| MCPRX | 1.28% | 1.27% |
| OTCHX | 1.03% | 1.02% |
| OTCKX | 0.66% | 0.65% |
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Portfolio turnover 54.00% · as of 2025 Q4
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 99.06% |
| Cash & short-term | 2.00% |
Derivatives are shown at market value, not notional exposure.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +9.15% | +36.55% | +14.32% | 14.44% | -11.67% | |
| +9.42% | +37.57% | +15.83% | 14.48% | -11.58% | |
| +8.36% | +33.55% | +10.20% | 14.47% | -11.88% | |
| +8.34% | +33.50% | +10.13% | 14.45% | -11.90% | |
| +9.44% | +37.64% | +15.88% | 14.48% | -11.59% | |
| +8.36% | +33.52% | +10.13% | 14.46% | -11.88% | |
| +8.87% | +35.50% | +13.00% | 14.46% | -11.76% | |
| +9.16% | +36.53% | +14.33% | 14.46% | -11.68% | |
| +9.58% | +38.12% | +16.56% | 14.50% | -11.58% |
These classes hold the same portfolio, so the 6.43pp spread over 5 years is the cost difference between them — roughly 1.29pp a year — not a difference in what they own.
May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| MPWR | Monolithic Power Systems, Inc.MPWR | 4.26% | $1,566.21 | $587.31M | 375.0K |
| HWM | Howmet Aerospace, Inc.HWM | 3.95% | $258.25 | $544.46M | 2.1M |
| PWR | Quanta Services, Inc.PWR | 3.34% | $711.73 | $459.85M | 646.1K |
| TTWO | Take-Two Interactive Software, Inc.TTWO | 2.72% | $224.16 | $375.20M | 1.7M |
| LYV | Live Nation Entertainment, Inc.LYV | 2.62% | $168.41 | $361.54M | 2.1M |
| NTRA | Natera, Inc.NTRA | 2.18% | $223.37 | $300.56M | 1.3M |
| TKO | TKO Group Holdings, Inc.TKO | 2.12% | $205.18 | $292.23M | 1.4M |
| — | Masimo Corp. | 2.12% | $178.45 | $291.92M | 1.6M |
| — | Ascendis Pharma A/S | 2.07% | $224.11 | $285.48M | 1.3M |
| BURL | Burlington Stores, Inc.BURL | 1.95% | $323.83 | $268.25M | 828.4K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.
Top 10 positions are 27.33% of net assets, top 25 51.15%, across 111 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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