Nasdaq - Delayed Quote USD

MFS Mid Cap Growth I (OTCIX)

32.16
+0.28
+(0.88%)
At close: 8:04:24 PM EDT
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  • Previous Close 31.88
  • YTD Return -3.75%
  • Expense Ratio 0.78%
  • Category Mid-Cap Growth
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 14.3B
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 35.00%
  • Last Dividend --
  • Inception Date Jan 2, 1997

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

14.3B

Net Assets

1997-01-02

Inception Date

More about MFS Mid Cap Growth I

Performance Overview: OTCIX

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Trailing returns as of 5/14/2025. Category is Mid-Cap Growth.

YTD Return

OTCIX
3.75%
Category
10.80%
 

1-Year Return

OTCIX
6.18%
Category
48.17%
 

3-Year Return

OTCIX
8.19%
Category
21.26%
 

5-Year Return

OTCIX
9.46%
Category
20.18%
 

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Holdings: OTCIX

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Sector Weightings

SectorOTCIX
Technology   21.65%
Financial Services   16.25%
Industrials   15.97%
Healthcare   13.61%
Communication Services   11.70%
Consumer Cyclical   9.84%
Real Estate   3.35%
Energy   2.91%
Basic Materials   1.73%
Consumer Defensive   1.53%
Utilities   1.46%
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Recent News: OTCIX

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Research Reports: OTCIX

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