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MFS Mid Cap Growth R4 OTCJX

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%

Morningstar’s Analysis OTCJX

Will OTCJX outperform in future?

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

Senior Analyst

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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