November 27, 2012 at 17:47 PM EST
Polaris, CommVault, SolarWinds: Names MFS Fund Likes
Many growth fund managers avoid cyclical names. They're too volatile. And they don't offer enough growth. But co-manager Paul Gordon of $1 billion MFS Mid Cap Growth Fund says certain growth names with what he calls a little more cyclicality offer plenty of price appreciation. And their valuations are compelling these days. "They may have more volatility, but they're still good businesses," he said. "The market is paying a big premium for
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