EAMCX Performance — MFS Mid Cap Growth Fund, Class 529A

Data updated: 2026-07-23

EAMCX returned −16.67% over one year to Apr 2022. Over one year the fund beat its US Mid-Cap Growth category average: $100 grew to $83, against $82 for the category. Volatility over the past 12 months was 21.77% a year. In the 12 months to May 2026 the fund took in a net $68.2M, and assets reached $13.78B.

EAMCX Growth of $100

What $100 invested in MFS Mid Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.

PeriodEAMCXCategory average
1 year (May 2021 – Apr 2022)$83$82
Since data start (Sep 2019 – Apr 2022)$122$128

EAMCX Trailing Returns

Total returns to Apr 2022, from SEC N-PORT.

PeriodTotal return
1 year−16.67%

3- and 5-year figures withheld: not verified.

EAMCX Annual Returns

Calendar-year total returns of MFS Mid Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2022 (Jan–Apr)−24.35%
2021+13.76%
2020+35.35%
2019 (Sep–Dec)+4.98%

EAMCX Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2022−14.2%−3.0%+1.3%−10.3%————————
2021−2.5%+0.5%−0.5%+5.9%−2.2%+4.1%+4.0%+3.2%−4.8%+6.6%−3.7%+3.1%
2020+3.0%−6.2%−13.1%+12.5%+10.2%+1.7%+7.5%+3.2%+0.3%−1.6%+9.9%+6.3%
2019————————−1.2%+0.5%+4.5%+1.2%

EAMCX Risk

Risk measures from monthly returns over May 2021 – Apr 2022.

  • 1-year volatility (annualised): 21.77%
  • Best month: +6.57% (Oct 2021)
  • Worst month: −14.18% (Jan 2022)

EAMCX Fund Flows

Monthly money in and out of MFS Mid Cap Growth Fund, from SEC Form N-PORT.

  • 12-month net flow: $68.2M
  • 12-month gross sales (incl. reinvestments): $4.8B
  • Sales ÷ redemptions: 1.01×
MonthSalesRedemptionsNet flow
May 2026$156.4M$317.8M−$161.5M
Apr 2026$138.8M$287.0M−$148.2M
Mar 2026$254.4M$464.1M−$209.7M
Feb 2026$177.1M$351.9M−$174.8M
Jan 2026$231.1M$405.0M−$173.9M
Dec 2025$2.1B$447.2M$1.7B
Nov 2025$253.4M$373.4M−$120.0M
Oct 2025$294.4M$377.6M−$83.3M
Sep 2025$361.4M$296.0M$65.4M
Aug 2025$260.8M$250.8M$10.0M
Jul 2025$411.7M$864.4M−$452.7M
Jun 2025$143.8M$324.9M−$181.2M

EAMCX Assets Under Management

Net assets of MFS Mid Cap Growth Fund by report date, from SEC N-PORT filings.

Report dateNet assets
2026-05-31$13.78B
2026-02-28$13.79B
2025-11-30$14.58B
2025-08-31$15.19B
2025-05-31$14.95B
2025-02-28$14.94B
2024-11-30$16.07B
2024-08-31$14.72B
2024-05-31$14.09B
2024-02-29$14.65B
2023-11-30$13.03B
2023-08-31$13.08B

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.