Mutual Fund Database

MFS Funds > MFS SERIES TRUST IV

MFS Mid Cap Growth Fund

Series ID: S000002434
LEI: XPX0WXKIO6CLKBLYF666
SEC CIK: 63068
$12.89B Avg Monthly Net Assets
$14.14B Total Assets
$48.81M Total Liabilities
$14.09B Net Assets
MFS Mid Cap Growth Fund is a Mutual Fund in MFS SERIES TRUST IV from MFS Funds, based in Massachusetts, United States of America. The fund has nine share classes and monthly net assets of $12.89B. On July 25th, 2024 it reported 93 holdings, the largest being Monolithic Power Systems, Inc. (3.4%), Howmet Aerospace, Inc. (3.1%) and Vulcan Materials Co. (2.6%). Data provided by Fincoded.

Share Classes

Name Class/Contract ID Ticker Monthly Returns (2 years)
Class A C000006504 OTCAX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 2411.10% (Max)-8.47% (Min)
Class B C000006509 OTCBX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 2411.04% (Max)-8.56% (Min)
Class C C000006510 OTCCX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 2411.08% (Max)-8.51% (Min)
Class I C000006511 OTCIX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 2411.10% (Max)-8.45% (Min)
Class R1 C000006513 OTCGX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 2411.04% (Max)-8.56% (Min)
Class R2 C000006515 MCPRX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 2411.05% (Max)-8.50% (Min)
Class R3 C000006516 OTCHX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 2411.14% (Max)-8.48% (Min)
Class R4 C000006505 OTCJX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 2411.14% (Max)-8.45% (Min)
Class R6 C000124428 OTCKX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 2411.17% (Max)-8.44% (Min)

Holdings

From latest NPORT-P, filed July 25th, 2024 for period ending May 31st, 2024. Historic holdings data available from Fincoded.
Name Profile Category Country Value $USD # Shares % of Fund
ACV Auctions, Inc., Class A Long Equity-common US $86M 5M 0.61
Agilent Technologies, Inc. Long Equity-common US $208M 2M 1.48
AMETEK, Inc. Long Equity-common US $337M 2M 2.39
ANSYS, Inc. Long Equity-common US $31M 98K 0.22
Ares Management Corp. Long Equity-common US $176M 1M 1.25
Arista Networks, Inc. Long Equity-common US $61M 204K 0.43
Arthur J Gallagher & Co. Long Equity-common US $221M 871K 1.57
Ascendis Pharma A/S Long Equity-common DK $163M 1M 1.15
ASM International NV Long Equity-common NL $343M 486K 2.43
AZEK Co., Inc. (The) Long Equity-common US $193M 4M 1.37
Bio-Techne Corp. Long Equity-common US $108M 1M 0.76
Blue Owl Capital, Inc. Long Equity-common US $14M 774K 0.10
Bright Horizons Family Solutions, Inc. Long Equity-common US $215M 2M 1.53
Bruker Corp. Long Equity-common US $137M 2M 0.98
Cadence Design Systems, Inc. Long Equity-common US $353M 1M 2.51
Cameco Corp. Long Equity-common CA $63M 1M 0.45
Carlyle Group, Inc. (The) Long Equity-common US $42M 977K 0.30
Celsius Holdings, Inc. Long Equity-common US $114M 1M 0.81
Chemed Corp. Long Equity-common US $85M 154K 0.60
Cheniere Energy, Inc. Long Equity-common US $43M 276K 0.31
Chesapeake Energy Corp. Long Equity-common US $140M 2M 0.99
Chipotle Mexican Grill, Inc. Long Equity-common US $196M 63K 1.39
Church & Dwight Co., Inc. Long Equity-common US $191M 2M 1.36
Constellation Software, Inc. Long Equity-common CA $236M 85K 1.68
Constellation Software, Inc. Derivative-other CA $0 115K –
Copart, Inc. Long Equity-common US $309M 6M 2.19
Corpay, Inc. Long Equity-common US $52M 193K 0.37
CoStar Group, Inc. Long Equity-common US $239M 3M 1.69
Datadog, Inc., Class A Long Equity-common US $147M 1M 1.05
Dexcom, Inc. Long Equity-common US $216M 2M 1.54
Diamondback Energy, Inc. Long Equity-common US $133M 667K 0.94
DraftKings, Inc., Class A Long Equity-common US $145M 4M 1.03
Dun & Bradstreet Holdings, Inc. Long Equity-common US $31M 3M 0.22
Entegris, Inc. Long Equity-common US $38M 299K 0.27
Equifax, Inc. Long Equity-common US $98M 422K 0.69
FactSet Research Systems, Inc. Long Equity-common US $125M 309K 0.89
Floor & Decor Holdings, Inc., Class A Long Equity-common US $13M 115K 0.10
Gartner, Inc. Long Equity-common US $291M 692K 2.06
GFL Environmental, Inc. Long Equity-common CA $79M 3M 0.56
Guidewire Software, Inc. Long Equity-common US $170M 1M 1.21
Hexcel Corp. Long Equity-common US $62M 902K 0.44
Howmet Aerospace, Inc. Long Equity-common US $435M 5M 3.09
Hubbell, Inc. Long Equity-common US $136M 349K 0.96
HubSpot, Inc. Long Equity-common US $158M 259K 1.12
Hyatt Hotels Corp., Class A Long Equity-common US $226M 2M 1.60
ICON plc Long Equity-common IE $241M 741K 1.71
IDEXX Laboratories, Inc. Long Equity-common US $127M 255K 0.90
Ingersoll Rand, Inc. Long Equity-common US $173M 2M 1.22
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD (JPMORGAN US GOVERNMENT MONEY MKT FD) Long Short-term investment vehicle US $45M 45M 0.32
Las Vegas Sands Corp. Long Equity-common US $41M 911K 0.29
Legend Biotech Corp. Long Equity-common KY $53M 1M 0.38
Live Nation Entertainment, Inc. Long Equity-common US $74M 790K 0.53
LPL Financial Holdings, Inc. Long Equity-common US $175M 612K 1.24
Martin Marietta Materials, Inc. Long Equity-common US $67M 117K 0.48
Masimo Corp. Long Equity-common US $69M 553K 0.49
Melrose Industries plc Long Equity-common GB $29M 4M 0.20
MFS Institutional Money Market Portfolio, Class A Long Short-term investment vehicle US $96M 96M 0.68
Monolithic Power Systems, Inc. Long Equity-common US $484M 658K 3.44
Morningstar, Inc. Long Equity-common US $209M 725K 1.48
MSCI, Inc. Long Equity-common US $254M 513K 1.80
Natera, Inc. Long Equity-common US $174M 2M 1.23
Nova Ltd. Long Equity-common IL $68M 328K 0.49
nVent Electric plc Long Equity-common IE $189M 2M 1.34
O'Reilly Automotive, Inc. Long Equity-common US $159M 165K 1.13
Oddity Tech Ltd., Class A Long Equity-common IL $35M 974K 0.25
Onto Innovation, Inc. Long Equity-common US $76M 351K 0.54
PTC, Inc. Long Equity-common US $104M 591K 0.74
Quanta Services, Inc. Long Equity-common US $126M 458K 0.90
Red Rock Resorts, Inc., Class A Long Equity-common US $83M 2M 0.59
Saia, Inc. Long Equity-common US $36M 89K 0.26
ServiceNow, Inc. Long Equity-common US $154M 234K 1.09
Spotify Technology SA Long Equity-common LU $272M 917K 1.93
STERIS plc Long Equity-common IE $229M 1M 1.63
Synopsys, Inc. Long Equity-common US $268M 478K 1.90
Take-Two Interactive Software, Inc. Long Equity-common US $328M 2M 2.33
TKO Group Holdings, Inc. Long Equity-common US $110M 1M 0.78
TPG, Inc. Long Equity-common US $83M 2M 0.59
Tractor Supply Co. Long Equity-common US $189M 661K 1.34
TransDigm Group, Inc. Long Equity-common US $96M 72K 0.68
TransUnion Long Equity-common US $144M 2M 1.02
Tyler Technologies, Inc. Long Equity-common US $242M 504K 1.72
Ulta Beauty, Inc. Long Equity-common US $74M 187K 0.53
Veeva Systems, Inc., Class A Long Equity-common US $154M 882K 1.09
Verisk Analytics, Inc. Long Equity-common US $302M 1M 2.14
Vertiv Holdings Co., Class A Long Equity-common US $57M 584K 0.41
Vistra Corp. Long Equity-common US $30M 299K 0.21
Vulcan Materials Co. Long Equity-common US $367M 1M 2.60
Warner Music Group Corp., Class A Long Equity-common US $31M 1M 0.22
Waters Corp. Long Equity-common US $58M 187K 0.41
West Pharmaceutical Services, Inc. Long Equity-common US $171M 516K 1.21
Westinghouse Air Brake Technologies Corp. Long Equity-common US $276M 2M 1.96
Wingstop, Inc. Long Equity-common US $149M 403K 1.05
Wolters Kluwer NV Long Equity-common NL $292M 2M 2.07

Address

MFS SERIES TRUST IV
111 HUNTINGTON AVENUE
BOSTON
Massachusetts
02199
United States of America

Websites

Directors

Laurie J. Thomsen
Peter D. Jones
John P. Kavanaugh
Michael W. Roberge
Maryanne L. Roepke
Clarence Otis, Jr.
Maureen R. Goldfarb
James W. Kilman, Jr.
Steven E. Buller
John A. Caroselli

Transfer Agents

MFS Service Center, Inc.

Pricing Services

Ice Data Pricing & Reference Data, LLC
Refinitiv US SEF LLC

Custodians

State Street Bank and Trust Company

Shareholder Servicing Agents

MFS Service Center, Inc.

Admins

Massachusetts Financial Services Company

Brokers

N/A