OTCIX Mutual Fund (MFS Mid Cap Growth Fund Class I) is managed by MFS Investment Management with $3.07B in net assets. OTCIX expense ratio is 0.77%, holding 105 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1997-01-02.

OTCIX performance shows a YTD return of 1.46%. The 1-year return is 3.19% and the 5-year return is 3.85%. OTCIX dividend yield stands at 14.03%, paid annually.

OTCIX 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 OTCIX holdings, sector breakdown, or dividend history.

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