Frequently Asked Questions About OTCIX

What are the top holdings of OTCIX?

A machine-readable holdings disclosure for MFS Mid Cap Growth I (OTCIX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does OTCIX invest in?

MFS Mid Cap Growth I (OTCIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is OTCIX most exposed to?

OTCIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is OTCIX a US-only fund?

The country allocation card on this page shows OTCIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

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.

OTCIX

MFS Mid Cap Growth I

NASDAQ·Asset Management · Financial Services

$28.13$0.15+0.54%

Oct 29 8:10 AM EDT

Portfolio as of May 31, 2026, from the fund's SEC Form N-PORT filing. Funds disclose holdings quarterly, with a ~60-day publication delay. Sector breakdowns aren't part of this filing, so none is shown.

Top Holdings

111

holdings

609839105
Monolithic Power Systems, Inc.
4.26%
443201108
Howmet Aerospace, Inc.
3.95%
74762E102
Quanta Services, Inc.
3.34%
874054109
Take-Two Interactive Software, Inc.
2.72%
538034109
Live Nation Entertainment, Inc.
2.62%
632307104
Natera, Inc.
2.18%
87256C101
TKO Group Holdings, Inc.
2.12%
574795100
Masimo Corp.
2.12%
DK0060615755
Ascendis Pharma A/S
2.07%
122017106
Burlington Stores, Inc.
1.95%
Other
98 more holdings
73.73%

Top 10 holdings

27.33%

Top 25 holdings

51.14%

Concentration index

0.0155

Effective holdings

Chart tools

Open Top Holdings in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

All Holdings (111)

#	TickerHolding	Name	Weight	Shares	Market Value
1	609839105609839105Monolithic Power Systems, Inc.	Monolithic Power Systems, Inc.	4.26%	374.99K	$587.31M
2	443201108443201108Howmet Aerospace, Inc.	Howmet Aerospace, Inc.	3.95%	2.11M	$544.46M
3	74762E10274762E102Quanta Services, Inc.	Quanta Services, Inc.	3.34%	646.11K	$459.85M
4	874054109874054109Take-Two Interactive Software, Inc.	Take-Two Interactive Software, Inc.	2.72%	1.67M	$375.20M
5	538034109538034109Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	2.62%	2.15M	$361.54M
6	632307104632307104Natera, Inc.	Natera, Inc.	2.18%	1.35M	$300.56M
7	87256C10187256C101TKO Group Holdings, Inc.	TKO Group Holdings, Inc.	2.12%	1.42M	$292.23M
8	574795100574795100Masimo Corp.	Masimo Corp.	2.12%	1.64M	$291.92M
9	DK0060615755DK0060615755Ascendis Pharma A/S	Ascendis Pharma A/S	2.07%	1.27M	$285.48M
10	122017106122017106Burlington Stores, Inc.	Burlington Stores, Inc.	1.95%	828.36K	$268.25M
11	18915M10718915M107Cloudflare, Inc.	Cloudflare, Inc.	1.92%	1.09M	$264.26M
12	IE00BKVD2N49IE00BKVD2N49Seagate Technology Holdings plc	Seagate Technology Holdings plc	1.90%	298.32K	$262.46M
13	92840M10292840M102Vistra Corp.	Vistra Corp.	1.76%	1.51M	$242.01M
14	631103108631103108Nasdaq, Inc.	Nasdaq, Inc.	1.75%	2.60M	$240.54M
15	16411R20816411R208Cheniere Energy, Inc.	Cheniere Energy, Inc.	1.67%	1.02M	$230.30M
16	BMG93A5A1010BMG93A5A1010Viking Holdings Ltd.	Viking Holdings Ltd.	1.66%	2.49M	$229.39M
17	448579102448579102Hyatt Hotels Corp.	Hyatt Hotels Corp.	1.59%	1.21M	$219.77M
18	171779309171779309Ciena Corp.	Ciena Corp.	1.58%	375.64K	$217.96M
19	05464C10105464C101Axon Enterprise, Inc.	Axon Enterprise, Inc.	1.55%	477.30K	$214.18M
20	50212V10050212V100LPL Financial Holdings, Inc.	LPL Financial Holdings, Inc.	1.54%	777.70K	$212.91M

Showing 20 of 111

Sectors

The fund issuer's factsheet may carry this breakdown directly.

Countries

countries

United States
88.34%
Ireland
2.53%
Denmark
2.07%
Canada
1.72%
Bermuda
1.66%
Netherlands
1.18%
United Kingdom
1.16%
Liberia
0.65%
Israel
0.48%
Luxembourg
0.47%
Other
2 more countries
0.80%

Top 3 countries

92.94%

Top 5 countries

96.32%

Concentration index

0.7661

Effective countries

Chart tools

Open Country Allocation in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

Asset Classes

Primary asset class

Equity

Strategy

Actively Managed

Income strategy

No income focus

Frequently Asked Questions About OTCIX

What are the top holdings of OTCIX?: A machine-readable holdings disclosure for MFS Mid Cap Growth I (OTCIX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
What sectors does OTCIX invest in?: MFS Mid Cap Growth I (OTCIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
What sector is OTCIX most exposed to?: OTCIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
Is OTCIX a US-only fund?: The country allocation card on this page shows OTCIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
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.

TickerHolding

Name

Weight

Market Value

609839105609839105Monolithic Power Systems, Inc.

Monolithic Power Systems, Inc.

4.26%

374.99K

$587.31M

443201108443201108Howmet Aerospace, Inc.

Howmet Aerospace, Inc.

3.95%

2.11M

$544.46M

74762E10274762E102Quanta Services, Inc.

Quanta Services, Inc.

3.34%

646.11K

$459.85M

874054109874054109Take-Two Interactive Software, Inc.

Take-Two Interactive Software, Inc.

2.72%

1.67M

$375.20M

538034109538034109Live Nation Entertainment, Inc.

Live Nation Entertainment, Inc.

2.62%

2.15M

$361.54M

632307104632307104Natera, Inc.

Natera, Inc.

2.18%

1.35M

$300.56M

87256C10187256C101TKO Group Holdings, Inc.

TKO Group Holdings, Inc.

2.12%

1.42M

$292.23M

574795100574795100Masimo Corp.

Masimo Corp.

2.12%

1.64M

$291.92M

DK0060615755DK0060615755Ascendis Pharma A/S

Ascendis Pharma A/S

2.07%

1.27M

$285.48M

122017106122017106Burlington Stores, Inc.

Burlington Stores, Inc.

1.95%

828.36K

$268.25M

18915M10718915M107Cloudflare, Inc.

Cloudflare, Inc.

1.92%

1.09M

$264.26M

IE00BKVD2N49IE00BKVD2N49Seagate Technology Holdings plc

Seagate Technology Holdings plc

1.90%

298.32K

$262.46M

92840M10292840M102Vistra Corp.

Vistra Corp.

1.76%

1.51M

$242.01M

631103108631103108Nasdaq, Inc.

Nasdaq, Inc.

1.75%

2.60M

$240.54M

16411R20816411R208Cheniere Energy, Inc.

Cheniere Energy, Inc.

1.67%

1.02M

$230.30M

BMG93A5A1010BMG93A5A1010Viking Holdings Ltd.

Viking Holdings Ltd.

1.66%

2.49M

$229.39M

448579102448579102Hyatt Hotels Corp.

Hyatt Hotels Corp.

1.59%

1.21M

$219.77M

171779309171779309Ciena Corp.

Ciena Corp.

1.58%

375.64K

$217.96M

05464C10105464C101Axon Enterprise, Inc.

Axon Enterprise, Inc.

1.55%

477.30K

$214.18M

50212V10050212V100LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc.

1.54%

777.70K

$212.91M