Morningstar

MFS Mid Cap Growth R3 OTCHX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.71  /  −0.34 %
  • Total Assets 14.9 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 30%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 1:10 AM GMT+0

Morningstar’s Analysis OTCHX

Will OTCHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OTCHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OTCHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OTCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Down a comanager but still a good long-term option.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Despite the loss of a comanager, MFS Mid Cap Growth is still buoyed by a pair of adept comanagers, and it remains a strong option for investors seeking U.S. mid-cap growth exposure.

by Jack Shannon
Rated on Published on

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Portfolio Holdings OTCHX

More OTCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Monolithic Power Systems Inc

3.50 515.3 Mil
Technology

Howmet Aerospace Inc

3.37 496.5 Mil
Industrials

Currency Cash CASH_USD

2.90 427.5 Mil
Cash and Equivalents

Take-Two Interactive Software Inc

2.25 330.7 Mil
Communication Services

Bright Horizons Family Solutions Inc

2.24 329.6 Mil
Consumer Cyclical

Verisk Analytics Inc

2.21 325.7 Mil
Industrials

MSCI Inc

2.18 320.4 Mil
Financial Services

Tyler Technologies Inc

2.16 318.1 Mil
Technology

Gartner Inc

2.15 316.7 Mil
Technology

Spotify Technology SA

2.14 314.4 Mil
Communication Services

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