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Morningstar

MFS Mid Cap Growth R4 OTCJX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 25.33  /  1.40 %
  • Total Assets 13.2 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.780%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 21%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis OTCJX

Will OTCJX outperform in future?

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

Process Pillar

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

People Pillar

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

Senior Analyst

Summary

| by Jack Shannon

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.

Unlock our full analysis with Morningstar Investor