MFS Mid Cap Growth Fund Class R6

Frequently Asked Questions About OTCKX

What does OTCKX invest in?

The fund is designed to primarily invest in companies with moderate market capitalizations, dedicating at least 80% of its total net assets to such businesses. MFS establishes its definition of these mid-sized companies by comparing their market values to those found within the Russell Midcap® Growth Index, specifically considering their valuations over the prior 13-month period at the point of investment.

What is the expense ratio of OTCKX?

MFS Mid Cap Growth Fund Class R6 (OTCKX) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is OTCKX?

MFS Mid Cap Growth Fund Class R6 (OTCKX) is one share class of a fund that manages $12.20B across all of its share classes (OTCIX 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 OTCKX actively managed or an index fund?

OTCKX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (OTCKX's is 0.65%) in exchange for the discretion to over- or under-weight positions.

When was OTCKX launched?

MFS Mid Cap Growth Fund Class R6 (OTCKX) launched in January 2013 and is managed by MFS.

How has OTCKX performed?

OTCKX'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.