EBCGX — MFS Mid Cap Growth Fund
Data updated: 2026-07-23
EBCGX — MFS Mid Cap Growth Fund. United States Mid Cap Growth Equity · $13.78B AUM · 1.80% expense ratio. Holdings, fees, performance and SEC filings.
EBCGX Fund Overview
EBCGX — MFS Mid Cap Growth Fund is a US mutual fund managed by Mfs Series Trust IV, categorised as United States Mid Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Series Trust IV
- Category: United States Mid Cap Growth Equity
- Assets under management: $13.78B
- 1-year return: -3.4%
- Ticker: EBCGX
- SEC CIK: 0000063068
- SEC series ID: S000002434
- Share class ID: C000006507
EBCGX Investment Objective and Strategy
MFS Mid Cap Growth Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Mfs Series Trust IV.
Investment objective
The funds investment objective is to seek capital appreciation.
Principal investment strategy
MFS (Massachusetts Financial Services Company, the funds investment adviser) normally invests at least 80% of the funds net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap Growth Index (the Index) over the last 13 months at the time of purchase. As of November 30, 2017, the range of the market capitalizations of the issuers in the Index was between $1.24 billion and $35.23 billion. MFS normally invests the funds assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the funds assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies).
MFS may invest the funds assets in foreign securities. MFS normally invests the funds assets across different industries and sectors, but MFS may invest a significant percentage of the funds assets in issuers in a single industry or sector. MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative models that systematically evaluate issuers may also be considered. For purposes of the funds 80% policy, net assets include the amount of any borrowings for investment purposes.
EBCGX Holdings
Top 10 holdings of MFS Mid Cap Growth Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Monolithic Power Systems, Inc. | 4.26% |
| Howmet Aerospace, Inc. | 3.95% |
| Quanta Services, Inc. | 3.34% |
| Take-Two Interactive Software, Inc. | 2.72% |
| Live Nation Entertainment, Inc. | 2.62% |
| Natera, Inc. | 2.18% |
| TKO Group Holdings, Inc. | 2.12% |
| Masimo Corp. | 2.12% |
| Ascendis Pharma A/S | 2.07% |
| Burlington Stores, Inc. | 1.95% |
EBCGX Portfolio Allocation
Asset-class allocation of MFS Mid Cap Growth Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.1% |
| Cash & Equivalents | 2.0% |
EBCGX Performance
Total returns for EBCGX (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | -3.4% |
| 3 years (annualised) | 12.2% |
EBCGX Risk Information
Risk metrics for EBCGX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 20.4%
EBCGX Costs and Fees
EBCGX costs about $180 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.80%
- Gross expense ratio: 1.81%
- Portfolio turnover: 54%
- Brokerage commissions: 1.77 bps of average net assets (SEC N-CEN)
EBCGX Cashflows
Over the 12 months to 2026-05, MFS Mid Cap Growth Fund had net inflows of $68.21M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-05 | −$161.48M |
| 2026-04 | −$148.19M |
| 2026-03 | −$209.71M |
| 2026-02 | −$174.80M |
| 2026-01 | −$173.90M |
| 2025-12 | $1.70B |
EBCGX Debt Constituents
No individual debt constituents are reported in MFS Mid Cap Growth Fund's latest SEC N-PORT filing.
EBCGX Prospectus and SEC Filings
Official MFS Mid Cap Growth Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2025-12-29
- Prospectus (485BPOS) — filed 2024-12-26
- Prospectus (485BPOS) — filed 2023-12-28
- Portfolio holdings (N-PORT) — filed 2026-07-23
- Portfolio holdings (N-PORT) — filed 2026-04-22
- Portfolio holdings (N-PORT) — filed 2026-01-23
- Annual census (N-CEN) — filed 2025-11-14
- Annual census (N-CEN) — filed 2024-11-13
Related Funds
Other United States Mid Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.