MFS Mid Cap Growth Fund Class R6 OTCKX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.13  /  −0.65 %
  • Total Assets 13.2B
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • 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 0.00
  • Turnover 54%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis OTCKX

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MFS Mid Cap Growth to Undergo Leadership Change; Ratings Maintained.

null David Carey

David Carey

Analyst Note

Effective July 1, 2026, Brad Mak will join MFS Mid Cap Growth as a comanager alongside Eric Fischman and Eric Braz. Then, effective April 30, 2027, Fischman will step down from the strategy and retire. While Fischman’s departure will be a loss, Mak is a familiar face, and the long lead time should make for a smooth transition. Its Morningstar Medalist Rating is unchanged. This fund compiled a decent track record over Fischman's tenure as a comanager. From his November 2008 start through March 2026, the institutional shares’ 13.9% annualized return trailed the Russell Midcap Growth Index’s 15.1% rise but beat more than 60% of its mid-growth Morningstar Category rivals. While his experience will be missed, Braz—a comanager since 2021—remains, and Mak should be able to get up to speed quickly. He brings more than 20 years of industry experience and comanages this strategy’s large-cap sibling MFS Growth, which shares a similar investment process and likewise gets solid support from MFS' central research team.

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Portfolio Holdings OTCKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Monolithic Power Systems Inc

4.26 587M
Technology

Howmet Aerospace Inc

3.95 544M
Industrials

Quanta Services Inc

3.34 460M
Industrials

Take-Two Interactive Software Inc

2.72 375M
Communication Services

Live Nation Entertainment Inc

2.62 362M
Communication Services

Natera Inc

2.18 301M
Healthcare

TKO Group Holdings Inc

2.12 292M
Communication Services

Masimo Corp

2.12 292M
Healthcare

Ascendis Pharma AS

2.07 285M
Healthcare

Burlington Stores Inc

1.95 268M
Consumer Cyclical

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