OTCHX – MFS Mid Cap Growth R3 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OTCIX	MFS Mid Cap Growth Fund Class I	Institutional	Open			Jan 2, 1997	$2.96B	0.770%	Below Average	$0	−$813.97M
OTCAX	MFS Mid Cap Growth Fund Class A	Front Load	Open			Dec 1, 1993	$1.51B	1.020%	Below Average	$1,000	−$236.94M
OTCBX	MFS Mid Cap Growth Fund Class B	Deferred Load	Closed			Dec 1, 1993	$1.19M	1.770%	Above Average	$1,000	−$2.36M
OTCCX	MFS Mid Cap Growth Fund Class C	Level Load	Open			Aug 1, 1994	$44.69M	1.770%	Below Average	$1,000	−$19.48M
OTCJX	MFS Mid Cap Growth Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$224.34M	0.770%	Average	—	−$55.24M
OTCKX	MFS Mid Cap Growth Fund Class R6	Retirement, Large	Open			Jan 2, 2013	$7.22B	0.650%	Below Average	—	−$795.24M
MCPRX	MFS Mid Cap Growth Fund Class R2	Retirement, Medium	Open			Oct 31, 2003	$21.17M	1.270%	Average	$0	−$1.40M
OTCHX	MFS Mid Cap Growth Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$620.84M	1.020%	Low	$0	−$53.97M
OTCGX	MFS Mid Cap Growth Fund Class R1	Retirement, Small	Open			Apr 1, 2005	$2.61M	1.770%	High	$0	−$249,322.46

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