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MFS Mid Cap Growth B (OTCBX)

22.20 -0.18 (-0.80%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 22.38
  • YTD Return 6.19%
  • Expense Ratio 0.66%
  • Category Mid-Cap Growth
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 14.09B
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend --
  • Inception Date Apr 1, 2005

The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of purchase.

MFS

Fund Family

Mid-Cap Growth

Fund Category

14.09B

Net Assets

2005-04-01

Inception Date

Performance Overview: OTCBX

Trailing returns as of 6/12/2024. Category is Mid-Cap Growth.

YTD Return

OTCBX
6.19%
Category
10.80%
 

1-Year Return

OTCBX
20.74%
Category
48.17%
 

3-Year Return

OTCBX
0.47%
Category
21.26%
 

5-Year Return

OTCBX
9.15%
Category
20.18%
 

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Holdings: OTCBX

Top 10 Holdings (24.51% of Total Assets)

SymbolCompany% Assets
MPWR
Monolithic Power Systems, Inc. 3.30%
VMC
Vulcan Materials Company 2.68%
CDNS
Cadence Design Systems, Inc. 2.67%
AME
AMETEK, Inc. 2.63%
HWM
Howmet Aerospace Inc. 2.49%
CPRT
Copart, Inc. 2.30%
ASM.AS
ASM International NV 2.21%
TTWO
Take-Two Interactive Software, Inc. 2.12%
IT
Gartner, Inc. 2.08%
CSGP
CoStar Group, Inc. 2.03%

Sector Weightings

SectorOTCBX
Technology   24.47%
Industrials   22.68%
Healthcare   17.14%
Real Estate   2.04%
Energy   2.03%
Utilities   0.00%

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Research Reports: OTCBX

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