OTCGX Mutual Fund (MFS Mid Cap Growth Fund Class R1) is managed by MFS Investment Management with $2.6M in net assets. OTCGX expense ratio is 1.77%, holding 105 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2005-04-01.

OTCGX performance shows a YTD return of 6.64%. The 1-year return is 2.14% and the 5-year return is 2.82%. OTCGX dividend yield stands at 22.14%, paid annually.

OTCGX 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 OTCGX holdings, sector breakdown, or dividend history.

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