OTCAX Mutual Fund (MFS Mid Cap Growth Fund Class A) is managed by MFS Investment Management with $1.56B in net assets. OTCAX expense ratio is 1.02%, holding 105 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1993-12-01.

OTCAX performance shows a YTD return of 1.30%. The 1-year return is 2.93% and the 5-year return is 3.59%. OTCAX dividend yield stands at 15.53%, paid annually.

OTCAX top holdings include Howmet Aerospace Inc. (4.4%), Monolithic Power Systems Inc Mpwr Us Equity (3.2%), Take-Two Interactive Software, Inc. (2.9%), Ouanta Services (2.7%), Live Nation Entertainment Inc (2.5%). View all OTCAX holdings, sector breakdown, or dividend history.

OTCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.