Skip to Content

MFS Mid Cap Growth R3 OTCHX

Analyst rating as of
NAV / 1-Day Return
26.35  /  1.19 %
Total Assets
13.2 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Low
Longest Manager Tenure
12.29 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
34%
Premium

Morningstar’s Analysis

Will OTCHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This strategy can deliver.

Summary

| |

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.

Unlock our full analysis with Morningstar Premium