OTCAX : MFS Mid Cap Growth Fund Class A

OTCAX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

OTCAX

MFS Mid Cap Growth Fund Class A

FI Score

55 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

55% FI Score
  • otcax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

MFS Mid Cap Growth Fund Class A

Expenses: 1.09% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of purchase.

Largest Holdings

Amount Holding
3.33% Global Payments Inc
2.66% Cadence Design Systems Inc
2.53% Bright Horizons Family Solutions Inc
2.42% PerkinElmer Inc
2.39% MSCI Inc
2.38% SBA Communications Corp
2.22% Verisk Analytics Inc
2.07% Fidelity National Information Services Inc
2.05% Masimo Corp
2.03% Clarivate PLC Ordinary Shares
2.01% Steris PLC
2.00% Take-Two Interactive Software Inc
1.93% Nasdaq Inc
1.92% IHS Markit Ltd
1.88% Autodesk Inc
1.84% Monolithic Power Systems Inc
1.81% Fiserv Inc
1.80% Copart Inc
1.79% AMETEK Inc
1.78% ServiceNow Inc
1.60% TransUnion
1.60% Roper Technologies Inc
1.54% Arthur J. Gallagher & Co
1.50% CoStar Group Inc
1.49% NICE Ltd ADR

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo