OTCAX Mutual Fund

NAV$24.18

AUM$1.3B

TER1.02%

Holdings109

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OTCAX Mutual Fund

NAV$24.18

MFS Mid Cap Growth Fund Class A

AUM$1.3B

TER1.02%

Holdings109

See how much of OTCAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	United States	North America	93.77%
2	Bermuda	North America	1.65%
3	Canada	North America	1.34%
4	Netherlands	Europe	1.22%
5	United Kingdom	Europe	1.05%
6	Ireland	Europe	0.62%
7	Switzerland	Europe	0.20%
8	Cayman Islands	Latin America	0.19%

OTCAX Mutual Fund Geographic Allocation

OTCAX geographic allocation spans United States (93.8%), Bermuda (1.6%), Canada (1.3%), Netherlands (1.2%), United Kingdom (1.1%). The fund covers 3 regions.

OTCAX country exposure helps investors assess international diversification and geopolitical risk. OTCAX sectors alongside geography give a fuller picture of portfolio allocation.