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

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

$28.42 USD

+0.13 (0.46%)

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 1.61 75
3 months 2.27 67
6 months -1.67 82
1 Year 9.44 91
3 Year 11.23 85
5 Year 2.98 88
10 Year 11.63 60

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 103.77
Bear Market (10/07 - 2/09) -57.39
Bull Market (2/09 - 3/21) 942.33

Load Adjusted Returns as of Apr 30, 2026

1 Year 3.29
5 Year 2.48
10 Year 10.73
Since Inception 7.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.37 NA NA NA
2025 -6.03 15.49 0.65 -5.09
2024 10.78 -2.72 4.88 1.48
2023 7.48 5.16 -5.05 13.00
2022 -15.57 -17.33 -4.14 7.11
2021 -2.42 7.95 2.23 5.87

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.613.6614.7021.26-28.3414.0235.6637.811.1226.244.60
% Total Return Rel to Index -2.03-14.55-10.31-4.97-10.13-14.6617.266.325.524.44-7.33
% Total Return Rel to Peer -2.70-9.04-4.68-1.73-8.64-8.0315.759.387.985.56-3.21
% 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 0.000.760.770.780.770.750.790.830.910.960.99

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