MMIDMFS Active Mid Cap ETF
Seeks capital appreciation.
By MFS · Launched 2025
Annual Cost
0.59%
#3,222 of 6,040 · average
Fund Size
$36M
#4,079 of 6,040 · small
Return (1Y)
N/A
Track Record
12 months
#4,679 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,789+7.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 14.2% of funddiversified
Ross Stores Inc
1.7%
Westinghouse Air Brake Technologies Corp
1.5%
Diamondback Energy Inc
1.5%
Cheniere Energy Inc
1.4%
Global Payments Inc
1.4%
nVent Electric PLC
1.4%
Littelfuse Inc
1.3%
Nordson Corp
1.3%
Element Solutions Inc
1.3%
Alliant Energy Corp
1.3%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Industrials
21.3%
Financial Services
14.0%
Technology
13.3%
Healthcare
11.9%
Consumer Cyclical
9.7%
Real Estate
7.4%
Energy
7.1%
Utilities
6.0%
Other
9.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-7.9%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- MFS normally invests at least 80% of net assets in common stocks of medium market capitalization companies, using an active bottom-up investment approach based on fundamental analysis. May invest in growth and value companies across different industries and sectors, including foreign securities.
- Inception date
- September 24, 2025
- Fund family
- MFS
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18