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MFS Mid Cap Growth I (OTCIX)

27.32 -0.99 (-3.50%)

At close: October 30 at 8:08:29 PM EDT

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Previous Close 28.31
YTD Return 1.90%
Expense Ratio 0.77%
Category Mid-Cap Growth
Last Cap Gain 43.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating Average
Net Assets 12.56B
Beta (5Y Monthly) 1.11
Yield 0.00%
5y Average Return --
Holdings Turnover 54.00%
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

12.56B

Net Assets

1997-01-02

Inception Date

Trailing returns as of 10/29/2026. Category is Mid-Cap Growth.

YTD Return

OTCIX

1.90%

Category

10.80%

1-Year Return

OTCIX

3.29%

Category

48.17%

3-Year Return

OTCIX

11.04%

Category

21.26%

5-Year Return

OTCIX

2.20%

Category

20.18%

WFMIX Allspring Special Mid Cap Value Inst

53.00 -0.73%

EMGNX Allspring Emerging Markets Equity Inst

38.09 -2.31%

MEIIX MFS Value I

55.81 -0.37%

WMFFX American Funds Washington Mutual F-2

68.51 -0.58%

ECSWX Embark Commodity Strategy Institutional

13.71 -0.15%

Sector Weightings

Sector OTCIX

Technology 29.61%

Healthcare 22.94%

Industrials 16.83%

Communication Services 9.55%

Energy 6.59%

Consumer Cyclical 5.64%

Financial Services 5.00%

Basic Materials 2.43%

Consumer Defensive 0.79%

Utilities 0.62%

Real Estate 0.00%

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MFS Mid Cap Growth I (OTCIX)

-4.01%

-4.31%

-3.74%

-2.18%

-17.66%

-21.04%

82.99%

221.41%

MFS Mid Cap Growth I Overview MFS / Mid-Cap Growth

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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