Nasdaq - Delayed Quote USD

MFS Mid Cap Growth R6 (OTCKX)

31.37
-0.13
(-0.41%)
At close: May 9 at 8:01:55 PM EDT
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  • Previous Close 31.50
  • YTD Return -3.69%
  • Expense Ratio 0.66%
  • Category Mid-Cap Growth
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 14.3B
  • Beta (5Y Monthly) 1.08
  • 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

Performance Overview: OTCKX

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Trailing returns as of 5/8/2025. Category is Mid-Cap Growth.

YTD Return

OTCKX
3.69%
Category
10.80%
 

1-Year Return

OTCKX
6.30%
Category
48.17%
 

3-Year Return

OTCKX
8.32%
Category
21.26%
 

5-Year Return

OTCKX
9.59%
Category
20.18%
 

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Holdings: OTCKX

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Sector Weightings

SectorOTCKX
Technology   21.65%
Industrials   15.97%
Healthcare   13.61%
Real Estate   3.35%
Energy   2.91%
Utilities   1.46%

Recent News: OTCKX

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Research Reports: OTCKX

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