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 B OTCBX
- NAV / 1-Day Return 22.20 / +0.63 %
- Total Assets 14.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.790%
- Distribution Fee Level Average
- Share Class Type —
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield —
- Turnover 30%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 1:24 AM GMT+0
Morningstar’s Analysis OTCBX
Will OTCBX 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 25.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Monolithic Power Systems Inc | 3.79 | 540.9 Mil | Technology |
Howmet Aerospace Inc | 2.80 | 398.7 Mil | Industrials |
Cadence Design Systems Inc | 2.66 | 379.6 Mil | Technology |
ASM International NV | 2.60 | 370.7 Mil | Technology |
Vulcan Materials Co | 2.50 | 356.5 Mil | Basic Materials |
AMETEK Inc | 2.33 | 331.6 Mil | Industrials |
Verisk Analytics Inc | 2.26 | 321.8 Mil | Industrials |
Take-Two Interactive Software Inc | 2.23 | 317.9 Mil | Communication Services |
Copart Inc | 2.21 | 315.5 Mil | Industrials |
Wolters Kluwer NV | 2.12 | 302.2 Mil | Industrials |