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Mfs Mid Cap Growth Fund Class R1: (MF: OTCGX)

(NASDAQ Mutual Funds) As of May 22, 2026 05:43 PM ET

$18.04 USD

+0.09 (0.50%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 1.29 77
3 months 1.98 71
6 months -2.17 84
1 Year 8.36 92
3 Year 10.12 88
5 Year 1.95 91
10 Year 10.52 74

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -57.98
Bull Market (2/09 - 3/21) 778.07

Load Adjusted Returns as of Apr 30, 2026

1 Year 2.28
5 Year 1.47
10 Year 9.63
Since Inception 7.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.57 NA NA NA
2025 -6.26 15.20 0.43 -5.37
2024 10.47 -2.97 4.63 1.21
2023 7.18 4.97 -5.35 12.79
2022 -15.78 -17.52 -4.44 6.87
2021 -2.66 7.69 1.98 5.61

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.292.6213.5220.11-29.0712.9234.3136.430.0724.973.56
% Total Return Rel to Index -2.24-15.59-11.50-6.13-10.86-15.7615.914.944.463.18-8.36
% Total Return Rel to Peer -2.91-10.08-5.87-2.88-9.37-9.1314.398.006.934.30-4.25
% Perf Quintile vs Peer* 4.005.004.003.004.005.002.001.001.002.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.004.232.210.000.001.120.230.180.731.400.78
Expense Ratio 0.001.761.771.781.761.751.791.841.911.961.97

* 1 = Top 20%, 5 = Bottom 20%