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MMID - ETF AI Analysis

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MMID

MFS Active Mid Cap ETF (MMID)

Rating:68Neutral
Price Target:
MMID, the MFS Active Mid Cap ETF, has a solid overall rating that reflects a portfolio of generally strong, well-managed mid-cap companies. Key holdings like Diamondback Energy (FANG) and Westinghouse Air Brake Technologies (WAB) support the fund’s quality through strong financial performance, positive earnings commentary, and constructive technical trends, while some positions such as Waters Corporation (WAT) and Alliant Energy (LNT) introduce caution due to valuation concerns, debt reliance, and cash flow challenges. The main risk for investors is that several holdings show signs of potential overvaluation or balance sheet pressure, which could increase volatility if market conditions worsen.
Positive Factors
Solid Recent Performance
The ETF has shown steady gains so far this year and over the last few months, indicating positive momentum.
Strong Top Holdings
Several of the largest positions, especially in energy, industrials, and technology, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
The fund is spread across many sectors, including industrials, financials, technology, consumer, health care, energy, and utilities, which helps reduce the impact of weakness in any single industry.
Negative Factors
Moderately High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slightly reduce the net return investors receive over time.
Heavy U.S. Concentration
With almost all assets in U.S. companies and very limited exposure to other countries, the ETF is highly dependent on the U.S. market’s performance.
Some Lagging Top Holdings
A few of the largest positions, particularly in health care and related areas, have shown weak year-to-date performance, which can drag on overall results.

MMID vs. SPDR S&P 500 ETF (SPY)

MMID Summary

MFS Active Mid Cap ETF (MMID) is an actively managed fund that focuses on mid-sized U.S. companies, rather than tracking a fixed index. It spreads investments across many sectors, including industrials, financials, technology, and health care. Some well-known holdings are Global Payments and Cheniere Energy. Investors might consider MMID if they want growth potential from mid-sized companies along with broad diversification across industries. However, because it owns stocks of mid-cap companies, the value of the ETF can go up and down with the stock market and may be more volatile than large-cap funds.
How much will it cost me?The MFS Active Mid Cap ETF (MMID) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed, meaning professional managers are selecting stocks rather than following a passive index.
What would affect this ETF?The MFS Active Mid Cap ETF (MMID) could benefit from economic growth and innovation in the U.S., particularly in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which could impact mid-cap companies' borrowing costs, and sector-specific risks such as regulatory changes in energy or healthcare. The fund's focus on U.S. mid-cap companies also makes it sensitive to domestic economic conditions and market volatility.

MMID Top 10 Holdings

MMID leans into U.S. industrials and energy, with names like Westinghouse Air Brake Technologies and WW Grainger quietly powering the fund as their shares keep climbing. Cheniere Energy and Diamondback Energy add more fuel, benefiting from a firm backdrop for energy markets. Financials such as Global Payments and M&T Bank are also rising, giving the portfolio a steady backbone. On the softer side, Becton Dickinson has been lagging and Waters looks mixed, reminding investors that not every mid-cap star is shining at once, even in this diversified, U.S.-focused lineup.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Global Payments1.81%$650.20K$24.15B8.62%
70
Outperform
Diamondback1.62%$582.65K$56.02B34.38%
81
Outperform
Cheniere Energy1.53%$550.32K$54.19B9.40%
71
Outperform
Waters1.52%$547.21K$37.26B31.70%
70
Outperform
WW Grainger1.51%$542.21K$64.16B30.39%
73
Outperform
Westinghouse Air Brake Technologies1.49%$537.71K$49.28B52.28%
79
Outperform
Becton Dickinson1.46%$525.91K$46.40B-7.18%
67
Neutral
Steris1.45%$523.20K$22.89B2.08%
77
Outperform
M&T Bank1.39%$499.41K$36.28B30.90%
76
Outperform
Burlington Stores1.38%$497.69K$23.36B36.35%
68
Neutral

MMID Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.11
Positive
100DMA
25.58
Positive
200DMA
25.39
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MMID, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.59, equal to the 50-day MA of 26.11, and equal to the 200-day MA of 25.39, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MMID.

MMID Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$35.77M0.59%
68
Neutral
$45.88M0.80%
71
Outperform
$8.10M0.35%
68
Neutral
$4.54M0.88%
69
Neutral
$4.41M0.79%
68
Neutral
$3.95M0.55%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MMID
MFS Active Mid Cap ETF
26.92
2.47
10.10%
KMID
Virtus KAR Mid-Cap ETF
MCDS
JPMorgan Fundamental Data Science Mid Core ETF
EPMB
Harbor Mid Cap Core ETF
SMCP
SMART Mid Cap ETF
FEMD
First Eagle Mid Cap Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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