- What does OTCIX invest in?
- The MFS Mid Cap Growth I fund primarily focuses its investments, dedicating a minimum of 80% of its net assets, to companies with medium market capitalizations. MFS typically defines these mid-cap entities as firms whose market values are comparable to those included in the Russell Midcap® Growth Index, based on their capitalization over the 13 months leading up to the time of purchase.
- What is the expense ratio of OTCIX?
- MFS Mid Cap Growth I (OTCIX) charges an expense ratio of 0.77%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is OTCIX?
- MFS Mid Cap Growth I (OTCIX) manages $13.98B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is OTCIX actively managed or an index fund?
- OTCIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was OTCIX launched?
- MFS Mid Cap Growth I (OTCIX) launched in December 1996 and is managed by the fund issuer.
- How has OTCIX performed?
- OTCIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
