MFS Mid Cap Growth Fund Class B (OTCBX)

Fund Assets	12.56B
Expense Ratio	1.739%
Min. Investment	$1,000
Turnover	54.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	18.21
YTD Return	1.62%
1-Year Return	-2.73%
5-Year Return	15.44%
52-Week Low	16.16
52-Week High	23.41
Beta (5Y)	0.95
Holdings	106
Inception Date	Dec 1, 1993

About OTCBX

The MFS Mid Cap Growth Fund Class B is a mutual fund specializing in medium-sized U.S. companies with demonstrated or anticipated above-average growth potential. The fund’s primary objective is capital appreciation, seeking long-term growth by investing at least 80% of its assets in mid-cap equity securities. Its portfolio features diverse holdings across sectors such as technology, communication services, industrials, and financial services, with notable investments in companies like Howmet Aerospace, Spotify Technology, and Take-Two Interactive Software. The fund is actively managed, aiming for differentiated returns through rigorous research and selective stock picking. It maintains a relatively concentrated portfolio, with around 23% of its assets in its top ten holdings, and exhibits a turnover ratio that reflects a moderate level of trading activity. MFS Mid Cap Growth Fund Class B plays a key role in providing investors access to the mid-cap growth segment, offering exposure to companies that may be positioned between the nimbleness of small caps and the stability of large caps, thus potentially contributing to portfolio diversification and growth opportunities within the broader equity market.

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

Performance

OTCBX had a total return of -2.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.74%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VMGRX	Vanguard	Vanguard Mid-Cap Growth Fund Investor Shares	0.34%
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	0.65%
OTCIX	I	0.77%
OTCJX	R4	0.77%
OTCHX	R3	1.02%

Top 10 Holdings

26.24% of assets

Name	Symbol	Weight
Natera, Inc.	NTRA	3.34%
Live Nation Entertainment, Inc.	LYV	2.98%
Cloudflare, Inc.	NET	2.84%
Snowflake Inc.	SNOW	2.73%
Monolithic Power Systems, Inc.	MPWR	2.65%
Ascendis Pharma A/S	ASND	2.58%
Revolution Medicines, Inc.	RVMD	2.47%
Take-Two Interactive Software, Inc.	TTWO	2.44%
Robinhood Markets, Inc.	HOOD	2.12%
Axon Enterprise, Inc.	AXON	2.09%

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:

Oct 15, 2026

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