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 28.87 / +0.24 %
- Total Assets 14.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 30%
USD | NAV as of Jul 04, 2024 | 1-Day Return as of Jul 04, 2024, 4:32 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 25.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Monolithic Power Systems Inc | 3.44 | 484.2 Mil | Technology |
Howmet Aerospace Inc | 3.09 | 434.8 Mil | Industrials |
Vulcan Materials Co | 2.60 | 366.7 Mil | Basic Materials |
Cadence Design Systems Inc | 2.51 | 353.2 Mil | Technology |
ASM International NV | 2.43 | 343.0 Mil | Technology |
AMETEK Inc | 2.39 | 337.3 Mil | Industrials |
Take-Two Interactive Software Inc | 2.33 | 327.9 Mil | Communication Services |
Copart Inc | 2.19 | 309.1 Mil | Industrials |
Verisk Analytics Inc | 2.14 | 301.8 Mil | Industrials |
Wolters Kluwer NV | 2.07 | 291.6 Mil | Industrials |