Nasdaq - Delayed Quote USD

MFS Mid Cap Growth I (OTCIX)

30.57 +0.24 (+0.79%)
At close: 8:01 PM EDT
Key Events
Loading Chart for OTCIX
DELL
  • Previous Close 30.33
  • YTD Return 10.78%
  • Expense Ratio 0.79%
  • Category Mid-Cap Growth
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 14.88B
  • Beta (5Y Monthly) 1.09
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend --
  • Inception Date Jan 2, 1997

The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of purchase.

MFS

Fund Family

Mid-Cap Growth

Fund Category

14.88B

Net Assets

1997-01-02

Inception Date

Performance Overview: OTCIX

Trailing returns as of 4/24/2024. Category is Mid-Cap Growth.

YTD Return

OTCIX
10.78%
Category
10.80%
 

1-Year Return

OTCIX
24.99%
Category
48.17%
 

3-Year Return

OTCIX
4.00%
Category
21.26%
 

5-Year Return

OTCIX
11.54%
Category
20.18%
 

People Also Watch

Holdings: OTCIX

Top 10 Holdings (24.70% of Total Assets)

SymbolCompany% Assets
MPWR
Monolithic Power Systems, Inc. 3.23%
CDNS
Cadence Design Systems, Inc. 2.83%
VMC
Vulcan Materials Company 2.66%
AME
AMETEK, Inc. 2.58%
HWM
Howmet Aerospace Inc. 2.39%
CPRT
Copart, Inc. 2.30%
MSCI
MSCI Inc. 2.27%
IT
Gartner, Inc. 2.25%
VRSK
Verisk Analytics, Inc. 2.12%
TTWO
Take-Two Interactive Software, Inc. 2.07%

Sector Weightings

SectorOTCIX
Technology   24.58%
Industrials   22.83%
Healthcare   17.48%
Real Estate   2.25%
Energy   1.37%
Utilities   0.00%

Related Mutual Fund News

Top Mutual Funds