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Mfs Mid Cap Growth Fund - Class I: (MF: OTCIX)
(NASDAQ Mutual Funds) As of May 8, 2025 08:00 PM ET
$31.04 USD
+0.30 (0.98%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 1993 and is managed by Massachusetts Financial Services Company. The fund's investment objective is long-term growth of capital. The fund invests, under normal market conditions, at least 80% of its net assets in common stocks and related securities of companies with medium market capitalizations, which the fund believes, have above-average growth potential. The fund may invest in foreign securities (including emerging markets securities) through which it may have exposure to foreign currencies. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| MFS Mid-Cap Growth I | OTCIX | NA | NA | 0.00 | 0.00 | 0.64 | 0.77 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| MFS Mid-Cap Growth Fund C | OTCCX | 18.77 | 12/1/1993 | 0.00 | -3.69 | 2.48 | 10.42 |
| MFS Mid-Cap Growth Fund B | OTCBX | 19.67 | 12/1/1993 | 0.00 | -3.66 | 2.49 | 10.43 |
| MFS Mid-Cap Growth Fund A | OTCAX | 26.06 | 12/1/1993 | 0.00 | -2.96 | 3.26 | 11.26 |
| MFS Mid-Cap Growth Fund I | OTCIX | 31.04 | 1/1/1997 | 0.00 | -2.71 | 3.52 | 11.53 |
| MFS Mid-Cap Growth R4 | OTCJX | 27.62 | 4/1/2005 | 0.00 | -2.71 | 3.51 | 11.53 |
| MFS Mid-Cap Growth R1 | OTCGX | 19.55 | 4/1/2005 | 0.00 | -3.68 | 2.49 | 10.42 |
| MFS Mid-Cap Growth R3 | OTCHX | 25.88 | 4/1/2005 | 0.00 | -2.95 | 3.25 | 11.26 |
| MFS Mid-Cap Growth Fund R2 | MCPRX | 23.88 | 10/31/2003 | 0.00 | -3.21 | 2.99 | 10.97 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| MFS Mid-Cap Growth I | OTCIX | 0 | 0 | 0 | A |
Contact Information
| Family | MFS |
| Address | 500 Boylston St Boston, MA 02116 |
| Phone | 800 225-2606 |