OTCAX Mutual Fund

OTCAX Mutual Fund (MFS Mid Cap Growth Fund Class A) is managed by MFS Investment Management with $1.51B in net assets. OTCAX expense ratio is 1.02%, holding 105 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1993-12-01.

OTCAX performance shows a YTD return of 2.63%. The 1-year return is -1.50% and the 5-year return is 1.28%. OTCAX dividend yield stands at 16.21%, paid annually.

OTCAX top holdings include Monolithic Power Systems Inc (3.2%), Live Nation Entertainment Inc (2.9%), Take-Two Interactive Software, Inc. (2.8%), Natera Inc (2.8%), Cloudflare Inc (180 Day Lockup) (2.5%). Go to all OTCAX holdings, OTCAX sectors, or OTCAX dividends.

OTCAX can be compared against other funds. Use OTCAX overlap to find shared positions, or OTCAX vs another fund for a side-by-side view. OTCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.