About OTCCX
The MFS Mid Cap Growth Fund Class C is a mutual fund focused on capital appreciation through investments primarily in U.S. mid-cap companies with growth potential. It targets firms believed to offer steady, above-average growth and is characterized by an emphasis on high-quality businesses possessing competitive advantages, high entry barriers, pricing power, and margin expansion capabilities. The fund seeks to generate consistent returns by focusing on fundamentals and valuation to drive position sizing. With substantial assets under management nearing $15 billion, it holds a diversified portfolio spanning sectors such as industrials, communication services, technology, and financial services. Notable holdings include companies like Howmet Aerospace, Spotify Technology, Take-Two Interactive Software, and Verisk Analytics. The fund benchmarks against the Russell Midcap Growth Index and has a history dating back to 1993, offering investors active exposure to mid-cap growth equities. The Class C shares have a specific fee structure that includes a contingent deferred sales charge if redeemed early and an ongoing expense ratio reflecting operational costs. This fund plays a significant role for investors seeking growth opportunities within the mid-sized segment of the U.S. equity market, combining active management with a disciplined growth investment strategy.
Fund Family MFS
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol OTCCX
Share Class C
Index Russell MidCap Growth TR
OTCCX had a total return of -5.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.89%.
