MMIDMFS Active Mid Cap ETF

Grow my moneyNewRanked #2,245 of 2,960 in this goal

Seeks capital appreciation.

By MFS · Launched 2025

Annual Cost

0.59%

#3,001 of 5,562 · average

Fund Size

$34M

#3,909 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

9 months

#4,782 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,617+6.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 13.5% of fund✓ well diversified

Ross Stores Inc

1.5%

Waters Corp

1.4%

Agilent Technologies Inc

1.3%

Diamondback Energy Inc

1.3%

Fidelity National Information Services Inc

1.3%

Cheniere Energy Inc

1.3%

Alliant Energy Corp

1.3%

Hyatt Hotels Corp

1.3%

nVent Electric PLC

1.3%

STERIS PLC

1.3%

Asset allocation

Stocks

99.3%

Cash

0.7%

By sector

Industrials

21.7%

Technology

13.3%

Financial Services

13.1%

Consumer Cyclical

11.9%

Healthcare

9.3%

Real Estate

7.5%

Utilities

6.7%

Energy

6.4%

Other

10.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (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

Where to buy

Listing

Exchange: New York Stock Exchange

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in common stocks of medium market capitalization companies, defined as similar to those in the Russell Midcap Index. Employs an active bottom-up approach, selecting growth and value stocks based on fundamental analysis, and may include foreign securities.
Inception date: September 24, 2025
Fund family: MFS