Despite the loss of a comanager, MFS Mid Cap Growth is still buoyed by a pair of adept comanagers, and it remains a strong option for investors seeking U.S. mid-cap growth exposure.
MFS Mid Cap Growth R3 OTCHX
- NAV / 1-Day Return 28.20 / +1.11 %
- Total Assets 13.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 30%
USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 1:13 AM GMT+0
Morningstar’s Analysis OTCHX
Will OTCHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Monolithic Power Systems Inc | 3.23 | 480.5 Mil | Technology |
Cadence Design Systems Inc | 2.83 | 420.7 Mil | Technology |
Vulcan Materials Co | 2.66 | 396.4 Mil | Basic Materials |
AMETEK Inc | 2.58 | 384.6 Mil | Industrials |
Howmet Aerospace Inc | 2.39 | 356.1 Mil | Industrials |
Copart Inc | 2.30 | 341.8 Mil | Industrials |
MSCI Inc | 2.27 | 338.3 Mil | Financial Services |
Gartner Inc | 2.25 | 334.5 Mil | Technology |
Verisk Analytics Inc | 2.12 | 315.1 Mil | Industrials |
Take-Two Interactive Software Inc | 2.07 | 307.6 Mil | Communication Services |