MFS Mid Cap Growth added a comanager to an already impressive team that executes a patient, sound investment process. Its share classes earn Morningstar Analyst Ratings of Silver or Bronze, depending on fees.
MFS Mid Cap Growth R1 OTCGX Fund Analysis
Morningstar’s Fund Analysis OTCGX
Will OTCGX 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 OTCGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OTCGX 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 OTCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
MFS Mid Cap Growth Equity
