Skip to Content
Morningstar

MFS Mid Cap Growth R6 OTCKX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis OTCKX

Will OTCKX 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 OTCKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Down a comanager but still a good long-term option.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Despite the loss of a comanager, MFS Mid Cap Growth is still buoyed by a pair of adept comanagers, and it remains a strong option for investors seeking U.S. mid-cap growth exposure.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor