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Mfs Mid Cap Growth Fund - Class I: (MF: OTCIX)

(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET

$30.33 USD

-0.04 (-0.13%)

Zacks MF Rank

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

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2-Buy of 5   2      

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Zacks Premium Research for OTCIX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Research Report

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 0.78

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
MFS Mid-Cap Growth Fund C OTCCX 22.08 12/1/1993 0.00 23.76 2.96 10.43
MFS Mid-Cap Growth Fund B OTCBX 22.85 12/1/1993 0.00 23.78 2.96 10.43
MFS Mid-Cap Growth Fund A OTCAX 29.39 12/1/1993 0.00 24.68 3.74 11.27
MFS Mid-Cap Growth Fund I OTCIX 30.37 1/1/1997 0.00 24.99 4.00 11.54
MFS Mid-Cap Growth R4 OTCJX 30.95 4/1/2005 0.00 25.03 4.00 11.54
MFS Mid-Cap Growth R1 OTCGX 22.72 4/1/2005 0.00 23.80 2.97 10.43
MFS Mid-Cap Growth R3 OTCHX 29.19 4/1/2005 0.00 24.68 3.74 11.27
MFS Mid-Cap Growth Fund R2 MCPRX 27.16 10/31/2003 0.00 24.42 3.48 10.98

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