MFS Mid Cap Growth Fund Class B OTCBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.73  /  −0.64 %
  • Total Assets 13.9B
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.760%
  • Distribution Fee Level Above Average
  • Share Class Type Deferred Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 54%

USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis OTCBX

Will OTCBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

MFS Mid Cap Growth to Undergo Leadership Change; Ratings Maintained.

null David Carey

David Carey

Analyst Note

Effective July 1, 2026, Brad Mak will join MFS Mid Cap Growth as a comanager alongside Eric Fischman and Eric Braz. Then, effective April 30, 2027, Fischman will step down from the strategy and retire. While Fischman’s departure will be a loss, Mak is a familiar face, and the long lead time should make for a smooth transition. Its Morningstar Medalist Rating is unchanged. This fund compiled a decent track record over Fischman's tenure as a comanager. From his November 2008 start through March 2026, the institutional shares’ 13.9% annualized return trailed the Russell Midcap Growth Index’s 15.1% rise but beat more than 60% of its mid-growth Morningstar Category rivals. While his experience will be missed, Braz—a comanager since 2021—remains, and Mak should be able to get up to speed quickly. He brings more than 20 years of industry experience and comanages this strategy’s large-cap sibling MFS Growth, which shares a similar investment process and likewise gets solid support from MFS' central research team.

Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OTCBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Monolithic Power Systems Inc

4.55 620M
Technology

Howmet Aerospace Inc

4.00 544M
Industrials

Quanta Services Inc

3.55 484M
Industrials

Take-Two Interactive Software Inc

2.95 401M
Communication Services

Live Nation Entertainment Inc

2.49 339M
Communication Services

LPL Financial Holdings Inc

2.19 299M
Financial Services

Ascendis Pharma AS

2.15 292M
Healthcare

Masimo Corp

2.14 292M
Healthcare

Cheniere Energy Inc

2.07 282M
Energy

Natera Inc

2.04 277M
Healthcare

Sponsor Center