MMIDMFS Active Mid Cap ETF
Seeks capital appreciation.
By MFS · Launched 2025
Annual Cost
0.59%
#3,116 of 5,854 · average
Fund Size
$36M
#3,979 of 5,854 · small
Return (1Y)Goal
N/A
Track Record
11 months
#4,674 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,008+10.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 14.2% of fund✓ well diversified
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
99.6%
Cash
0.4%
By sector
Industrials
22.2%
Financial Services
13.2%
Technology
12.1%
Consumer Cyclical
11.2%
Healthcare
10.2%
Real Estate
7.5%
Utilities
6.8%
Energy
6.2%
Other
10.6%
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
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Data updated on 2026-08-03