MFS Mid Cap Growth Fund Class R4 (OTCJX)

Fund Assets	3.70B
Expense Ratio	0.78%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	2.22
Dividend Yield	8.11%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 10, 2024

Previous Close	26.68
YTD Return	-9.25%
1-Year Return	-5.69%
5-Year Return	43.66%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	97
Inception Date	Apr 1, 2005

About OTCJX

OTCJX was founded on 2005-04-01 and is currently managed by Fischman,Gordon,Braz. The Fund's investment strategy focuses on Mid-Cap with 0.79% total expense ratio. The minimum amount to invest in MFS Series Trust IV: MFS Mid Cap Growth Fund; Class R4 Shares is $0 on a standard taxable account. MFS Series Trust IV: MFS Mid Cap Growth Fund; Class R4 Shares seeks long-term growth and value in the over-the-counter market. OTCJX 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.

• Category: Mid-Cap Growth
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: OTCJX
• Share Class: R4
• Index: Russell MidCap Growth TR

Performance

OTCJX had a total return of -5.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.86%.

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	0.33%
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%
OTCAX	A	1.03%
OTCHX	R3	1.03%

Top 10 Holdings

26.08% of assets

Name	Symbol	Weight
Spotify Technology S.A.	SPOT	3.73%
Howmet Aerospace Inc.	HWM	3.71%
Take-Two Interactive Software, Inc.	TTWO	2.90%
Guidewire Software, Inc.	GWRE	2.70%
Verisk Analytics, Inc.	VRSK	2.37%
Tyler Technologies, Inc.	TYL	2.25%
LPL Financial Holdings Inc.	LPLA	2.16%
Gartner, Inc.	IT	2.15%
Arthur J. Gallagher & Co.	AJG	2.13%
HubSpot, Inc.	HUBS	1.99%

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	$0.46938	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