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

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

$29.48 USD

+0.93 (3.26%)

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 8.02 58
3 months 15.37 40
6 months 8.02 58
1 Year 3.19 91
3 Year 11.28 84
5 Year 3.86 87
10 Year 12.09 59

* 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) 965.83

Load Adjusted Returns as of Jun 30, 2026

1 Year 3.18
5 Year 3.85
10 Year 12.09
Since Inception 8.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.37 15.37 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 8.023.6614.7021.26-28.3414.0235.6637.811.1226.244.60
% Total Return Rel to Index -7.36-14.55-10.31-4.97-10.13-14.6617.266.325.524.44-7.33
% Total Return Rel to Peer -5.08-9.04-4.68-1.73-8.64-8.0315.759.387.985.56-3.21
% 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 0.770.760.770.780.770.750.790.830.910.960.99

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