Eric Braz's upcoming appointment as comanager of MFS Mid Cap Growth adds resources to the strategy but does not change its Morningstar Analyst Ratings of Silver or Bronze, depending on fees.
MFS Mid Cap Growth A OTCAX
NAV / 1-Day Return
25.27
/
1.13
%
Total Assets
13.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.010%
Expense Ratio
1.010%
Fee Level
Low
Longest Manager Tenure
13.19
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
23%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will OTCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OTCAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OTCAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of OTCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
MFS Mid Cap Growth Adds a Comanager; Ratings Unchanged
