OTCHX Mutual Fund (MFS Mid Cap Growth Fund Class R3) is managed by MFS Investment Management with $657.8M in net assets. OTCHX expense ratio is 1.02%, holding 105 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2005-04-01.

OTCHX performance shows a YTD return of 1.31%. The 1-year return is 2.92% and the 5-year return is 3.59%. OTCHX dividend yield stands at 15.67%, paid annually.

OTCHX 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 OTCHX holdings, sector breakdown, or dividend history.

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