OTCIX – Fund Analysis – MFS Mid Cap Growth I | Morningstar

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Will OTCIX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OTCIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OTCIX 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 OTCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Analyst Jack Shannon

Senior Analyst

Summary

| by Jack Shannon Feb 23, 2022

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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