OTCHX Mutual Fund
NAV$26.06
AUM$658M
TER1.02%
Holdings105
OTCHX Mutual Fund
NAV$26.06
MFS Mid Cap Growth Fund Class R3
AUM$658M
TER1.02%
Holdings105
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OTCHX Mutual Fund Geographic Allocation
OTCHX geographic allocation spans US (87.5%), Canada (2.4%), Ireland (2.4%), Denmark (2.2%), Bermuda (1.5%). The fund covers 4 regions.
OTCHX country exposure helps investors assess international diversification and geopolitical risk.OTCHX sector breakdown alongside geography gives a complete picture of portfolio allocation.