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Mfs Mid Cap Growth Fund Class R3: (MF: OTCHX)

(NASDAQ Mutual Funds) As of Aug 4, 2026 05:41 PM ET

$26.39 USD

+0.82 (3.21%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.90 59
3 months 15.27 41
6 months 7.90 59
1 Year 2.92 92
3 Year 11.00 85
5 Year 3.59 89
10 Year 11.81 63

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -57.56
Bull Market (2/09 - 3/21) 920.20

Load Adjusted Returns as of Jun 30, 2026

1 Year 2.92
5 Year 3.59
10 Year 11.81
Since Inception 8.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.39 15.27 NA NA
2025 -6.08 15.41 0.62 -5.20
2024 10.69 -2.78 4.82 1.41
2023 7.42 5.08 -5.12 12.97
2022 -15.59 -17.43 -4.20 7.07
2021 -2.49 7.90 2.17 5.79

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.903.3714.3921.00-28.5213.7235.3737.390.8825.944.32
% Total Return Rel to Index -7.43-14.84-10.62-5.24-10.32-14.9616.975.905.274.15-7.61
% Total Return Rel to Peer -5.15-9.33-5.00-1.99-8.82-8.3315.458.977.745.26-3.49
% Perf Quintile vs Peer* 5.005.004.003.004.005.002.001.001.002.004.00
% 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 1.021.011.021.031.011.001.041.091.161.211.23

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