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MFS Mid Cap Growth B OTCBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.85  /  +1.02 %
  • Total Assets 14.8 Bil
  • Adj. Expense Ratio
    1.790%
  • 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 Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 2:15 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.

Down a comanager but still a good long-term option.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

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Portfolio Holdings OTCBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Monolithic Power Systems Inc

3.40 464.9 Mil
Technology

Cadence Design Systems Inc

3.27 446.3 Mil
Technology

MSCI Inc

2.66 362.6 Mil
Financial Services

AMETEK Inc

2.50 342.0 Mil
Industrials

Verisk Analytics Inc

2.48 338.9 Mil
Industrials

Arthur J. Gallagher & Co

2.42 330.5 Mil
Financial Services

Vulcan Materials Co

2.41 329.4 Mil
Basic Materials

Take-Two Interactive Software Inc

2.40 327.6 Mil
Communication Services

Constellation Software Inc

2.34 318.9 Mil
Technology

Gartner Inc

2.31 315.0 Mil
Technology