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 C OTCCX
- NAV / 1-Day Return 20.94 / −0.99 %
- Total Assets 14.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.790%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 30%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 1:29 AM GMT+0
Morningstar’s Analysis OTCCX
Will OTCCX 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 25.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Monolithic Power Systems Inc | 3.59 | 526.2 Mil | Technology |
Cadence Design Systems Inc | 3.11 | 454.8 Mil | Technology |
Vulcan Materials Co | 2.64 | 386.2 Mil | Basic Materials |
AMETEK Inc | 2.59 | 378.9 Mil | Industrials |
Howmet Aerospace Inc | 2.36 | 346.3 Mil | Industrials |
MSCI Inc | 2.31 | 338.7 Mil | Financial Services |
Verisk Analytics Inc | 2.31 | 338.3 Mil | Industrials |
Synopsys Inc | 2.24 | 328.7 Mil | Technology |
Copart Inc | 2.24 | 328.4 Mil | Industrials |
Gartner Inc | 2.23 | 326.7 Mil | Technology |