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 A OTCAX
- NAV / 1-Day Return 30.22 / +0.83 %
- Total Assets 15.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 30%
USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 1:25 AM GMT+0
Morningstar’s Analysis OTCAX
Will OTCAX 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 24.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Monolithic Power Systems Inc | 3.50 | 515.3 Mil | Technology |
Howmet Aerospace Inc | 3.37 | 496.5 Mil | Industrials |
Currency Cash CASH_USD | 2.90 | 427.5 Mil | Cash and Equivalents |
Take-Two Interactive Software Inc | 2.25 | 330.7 Mil | Communication Services |
Bright Horizons Family Solutions Inc | 2.24 | 329.6 Mil | Consumer Cyclical |
Verisk Analytics Inc | 2.21 | 325.7 Mil | Industrials |
MSCI Inc | 2.18 | 320.4 Mil | Financial Services |
Tyler Technologies Inc | 2.16 | 318.1 Mil | Technology |
Gartner Inc | 2.15 | 316.7 Mil | Technology |
Spotify Technology SA | 2.14 | 314.4 Mil | Communication Services |