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MFS Mid Cap Growth R3 OTCHX

Analyst rating as of
NAV / 1-Day Return
21.76  /  0.88 %
Total Assets
12.9 Bil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Low
Longest Manager Tenure
13.62 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
23%

Morningstar’s Analysis

Will OTCHX outperform in future?

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

MFS Mid Cap Growth Equity

Summary

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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.

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