OTCJX Mutual Fund
OTCJX Mutual Fund
MFS Mid Cap Growth Fund Class R4
OTCJX Mutual Fund Overview
OTCJX Mutual Fund (MFS Mid Cap Growth Fund Class R4) is managed by MFS Investment Management with $236.7M in net assets. OTCJX expense ratio is 0.77%, holding 105 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2005-04-01.
OTCJX performance shows a YTD return of 1.43%. The 1-year return is 3.18% and the 5-year return is 3.85%. OTCJX dividend yield stands at 14.47%, paid annually.
OTCJX 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 OTCJX holdings, sector breakdown, or dividend history.
OTCJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTCJX alternatives are available via the screener, along with tax-loss harvesting opportunities.