OTCBX Mutual Fund (MFS Mid Cap Growth Fund Class B) is managed by MFS Investment Management with $1.7M in net assets. OTCBX expense ratio is 1.77%, holding 105 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1993-12-01.

OTCBX performance shows a YTD return of 0.83%. The 1-year return is 2.13% and the 5-year return is 2.81%. OTCBX dividend yield stands at 21.98%, paid annually.

OTCBX 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 OTCBX holdings, sector breakdown, or dividend history.

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