MFS Mid Cap Growth Fund Class A (OTCAX)

Fund Assets	11.83B
Expense Ratio	1.00%
Min. Investment	$1,000
Turnover	64.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	23.31
YTD Return	-4.04%
1-Year Return	-4.64%
5-Year Return	4.03%
52-Week Low	22.82
52-Week High	30.08
Beta (5Y)	0.95
Holdings	101
Inception Date	Dec 1, 1993

About OTCAX

MFS Mid Cap Growth Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation. Its primary strategy is to invest at least 80% of assets in U.S. companies with medium market capitalizations, targeting businesses that demonstrate the potential for sustained above-average growth. The fund emphasizes high-quality companies with strong competitive advantages, pricing power, and the ability to expand margins, favoring those whose future prospects are underappreciated by the broader market. Portfolio construction is guided by fundamental analysis and valuation considerations, with position sizes reflecting the manager's conviction. The fund’s top holdings span several sectors, including technology, industrials, and communication services, reflecting a diversified approach within the mid-cap growth universe. Since its inception in 1993, MFS Mid Cap Growth Fund Class A has sought to provide investors with access to the dynamic growth potential of mid-sized U.S. companies, serving a key role for those seeking exposure to this segment of the equity market.

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

Performance

OTCAX had a total return of -4.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.33%.

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%
VMGRX	Vanguard	Vanguard Mid-Cap Growth Fund Investor Shares	0.34%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
OTCKX	R6	0.65%
OTCIX	I	0.77%
OTCJX	R4	0.77%
OTCHX	R3	1.02%

Top 10 Holdings

28.47% of assets

Name	Symbol	Weight
Natera, Inc.	NTRA	4.43%
Cloudflare, Inc.	NET	3.48%
Snowflake Inc.	SNOW	2.99%
Monolithic Power Systems, Inc.	MPWR	2.91%
Live Nation Entertainment, Inc.	LYV	2.89%
Revolution Medicines, Inc.	RVMD	2.55%
Robinhood Markets, Inc.	HOOD	2.54%
Ascendis Pharma A/S	ASND	2.31%
Illumina, Inc.	ILMN	2.23%
Datadog, Inc.	DDOG	2.13%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 9, 2025	$4.23291	Dec 10, 2025
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Nov 11, 2026

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