MFS Mid Cap Growth I

Frequently Asked Questions About OTCIX

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) is one share class of a fund that manages $12.63B across all of its share classes (OTCKX reports the same total). Our data does not carry the assets of this share class alone. 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (OTCIX's is 0.77%) in exchange for the discretion to over- or under-weight positions.

When was OTCIX launched?

MFS Mid Cap Growth I (OTCIX) launched in December 1996 and is managed by MFS.

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.