OTCKX Mutual Fund
OTCKX Mutual Fund
MFS Mid Cap Growth Fund Class R6
OTCKX Mutual Fund Overview
OTCKX Mutual Fund (MFS Mid Cap Growth Fund Class R6) is managed by MFS Investment Management with $7.50B in net assets. OTCKX expense ratio is 0.65%, holding 105 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2013-01-02.
OTCKX performance shows a YTD return of 7.26%. The 1-year return is 3.32% and the 5-year return is 5.74%. OTCKX dividend yield stands at 13.77%, paid annually.
OTCKX 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 OTCKX holdings, sector breakdown, or dividend history.
OTCKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTCKX alternatives are available via the screener, along with tax-loss harvesting opportunities.