OTCAX Mutual Fund

OTCAX Mutual Fund (MFS Mid Cap Growth Fund Class A) is managed by MFS Investment Management with $1.63B 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 1.30%. The 1-year return is -2.37% and the 5-year return is 1.66%. OTCAX dividend yield stands at 16.42%, paid annually.

OTCAX top holdings include Howmet Aerospace Inc. (4.4%), Monolithic Power Systems Inc Mpwr Us Equity (3.2%), Take-Two Interactive Software, Inc. (2.9%), Quanta (2.7%), Live Nation Entertainment Inc (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.