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.
MFS Mid Cap Growth R6 OTCKX
- NAV / 1-Day Return 31.88 / +0.31 %
- Total Assets 14.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.660%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 30%
USD | NAV as of Mar 19, 2024 | 1-Day Return as of Mar 19, 2024, 1:14 AM GMT+0
Morningstar’s Analysis OTCKX
Will OTCKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Monolithic Power Systems Inc | 3.40 | 464.9 Mil | Technology |
Cadence Design Systems Inc | 3.27 | 446.3 Mil | Technology |
MSCI Inc | 2.66 | 362.6 Mil | Financial Services |
AMETEK Inc | 2.50 | 342.0 Mil | Industrials |
Verisk Analytics Inc | 2.48 | 338.9 Mil | Industrials |
Arthur J. Gallagher & Co | 2.42 | 330.5 Mil | Financial Services |
Vulcan Materials Co | 2.41 | 329.4 Mil | Basic Materials |
Take-Two Interactive Software Inc | 2.40 | 327.6 Mil | Communication Services |
Constellation Software Inc | 2.34 | 318.9 Mil | Technology |
Gartner Inc | 2.31 | 315.0 Mil | Technology |