MFS Mid Cap Growth Fund Class A (OTCAX)

Fund Assets	13.19B
Expense Ratio	1.03%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	2.22
Dividend Yield	7.36%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 10, 2024

Previous Close	28.90
YTD Return	-0.14%
1-Year Return	7.32%
5-Year Return	38.11%
52-Week Low	26.34
52-Week High	32.99
Beta (5Y)	n/a
Holdings	95
Inception Date	Dec 1, 1993

About OTCAX

The Fund's investment strategy focuses on Mid-Cap with 1.04% total expense ratio. The minimum amount to invest in MFS Series Trust IV: MFS Mid Cap Growth Fund; Class A Shares is $1,000 on a standard taxable account. MFS Series Trust IV: MFS Mid Cap Growth Fund; Class A Shares seeks long-term growth and value in the over-the-counter market. OTCAX will invest primarily in small companies which may grow at faster rates than their larger competitors because of such factors as a new product, new technology, domination of a new market niche, or a more responsive management style.

• Fund Family: MFS Funds Class A
• Category: Mid-Cap Growth
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: OTCAX
• Index: Russell MidCap Growth TR

Performance

OTCAX had a total return of 7.32% in the past year. Since the fund's inception, the average annual return has been 8.37%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FMDGX	Fidelity	Fidelity Mid Cap Growth Index Fund	0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
OTCKX	R6	0.66%
OTCIX	I	0.78%
OTCJX	R4	0.78%
OTCHX	R3	1.03%

Top 10 Holdings

23.55% of assets

Name	Symbol	Weight
Howmet Aerospace Inc.	HWM	3.51%
Spotify Technology S.A.	SPOT	2.75%
Guidewire Software, Inc.	GWRE	2.55%
Take-Two Interactive Software, Inc.	TTWO	2.42%
Verisk Analytics, Inc.	VRSK	2.21%
Tyler Technologies, Inc.	TYL	2.19%
Gartner, Inc.	IT	2.09%
Westinghouse Air Brake Technologies Corporation	WAB	2.06%
Arthur J. Gallagher & Co.	AJG	1.95%
MSCI Inc.	MSCI	1.82%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2024	$2.21958	Dec 11, 2024
Dec 9, 2021	$1.12487	Dec 10, 2021
Dec 10, 2020	$0.23469	Dec 11, 2020
Dec 12, 2019	$0.18164	Dec 12, 2019
Dec 13, 2018	$0.7252	Dec 13, 2018
Dec 14, 2017	$1.40646	Dec 14, 2017