MFS Mid Cap Growth R1 (OTCGX)

Fund Assets	12.56B
Expense Ratio	1.739%
Min. Investment	$0.00
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	18.08
YTD Return	1.63%
1-Year Return	-2.70%
5-Year Return	15.53%
52-Week Low	16.04
52-Week High	23.27
Beta (5Y)	0.95
Holdings	106
Inception Date	Apr 1, 2005

About OTCGX

MFS Mid Cap Growth Fund Class R1 is a mutual fund focused on capital appreciation by investing predominantly in U.S. mid-cap growth companies. The fund typically allocates at least 80% of its assets to stocks of midsize firms, targeting businesses with the potential for sustained, above-average growth that is often underappreciated by the broader market. Its investment approach emphasizes high-quality companies with durable competitive advantages, strong pricing power, and robust margins. Portfolio construction is grounded in fundamental analysis and valuation, with a tendency toward sector diversification across technology, industrials, communication services, and consumer cyclical industries. Managed by a dedicated team, the fund employs a disciplined process to identify mid-cap stocks offering compelling growth prospects. MFS Mid Cap Growth Fund Class R1 plays a significant role for investors seeking exposure to the dynamic mid-cap growth segment in the U.S. equity market, often serving as a core holding in retirement-focused portfolios and other long-term investment strategies.

• Fund Family: MFS
• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: OTCGX
• Share Class: R1
• Index: Russell MidCap Growth TR

Performance

OTCGX had a total return of -2.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.79%.

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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