MFS Mid Cap Growth benefits from an established, well-resourced team and effective approach. Its cheapest shares maintain a Morningstar Analyst Rating of Silver, although its more expensive shares drop to Bronze.
Will OTCHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OTCHX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OTCHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OTCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.