The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap� Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.
Fund filings (PDF) »
Kevin Schmitz (Started: Nov 20, 2008)
Brooks Taylor (Started: Nov 20, 2008)
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MFS, 111 Huntington Avenue, Boston, MA 02199