MFS Mid Cap Growth R4 (OTCJX)

Fund Assets	12.97B
Expense Ratio	0.77%
Min. Investment	$0.00
Turnover	54.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 9, 2025

Previous Close	27.83
YTD Return	2.18%
1-Year Return	-2.63%
5-Year Return	15.08%
52-Week Low	24.48
52-Week High	33.06
Beta (5Y)	0.95
Holdings	110
Inception Date	Apr 1, 2005

About OTCJX

The MFS Mid Cap Growth Fund Class R4 is a mutual fund focused on investing in the stocks of mid-sized U.S. companies exhibiting above-average growth potential. Managed by MFS Investment Management, the fund aims to provide capital appreciation by targeting companies typically positioned between small and large caps, making it particularly relevant for investors seeking growth opportunities within the mid-cap segment. The portfolio predominantly consists of domestic equities, though it also maintains a modest allocation to foreign stocks, reflecting a diversified approach to growth investing. Notable sector exposures include technology, industrials, and consumer industries, with top holdings encompassing well-known names such as Spotify Technology and Howmet Aerospace. The fund features a multi-manager structure and offers Class R4 shares, which do not impose an initial sales charge or contingent deferred sales charge, making them accessible to eligible investors. MFS Mid Cap Growth Fund Class R4 plays a vital role in providing targeted exposure to mid-cap growth stocks, catering to retirement plans and investors seeking a balance of growth potential and diversification within the U.S. equity market.

• Fund Family: MFS
• 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 -2.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.76%.

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	0.65%
OTCIX	I	0.77%
OTCHX	R3	1.02%
OTCAX	A	1.02%

Top 10 Holdings

24.57% of assets

Name	Symbol	Weight
Monolithic Power Systems, Inc.	MPWR	3.20%
Live Nation Entertainment, Inc.	LYV	2.88%
Take-Two Interactive Software, Inc.	TTWO	2.84%
Natera, Inc.	NTRA	2.77%
Cloudflare, Inc.	NET	2.45%
Ascendis Pharma A/S	ASND	2.39%
Revolution Medicines, Inc.	RVMD	2.11%
Viking Holdings Ltd	VIK	2.00%
TKO Group Holdings, Inc.	TKO	1.99%
Snowflake Inc.	SNOW	1.95%

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	$0.46938	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:

Sep 30, 2026

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