OTCBX Mutual Fund

OTCBX Mutual Fund (MFS Mid Cap Growth Fund Class B) is managed by MFS Investment Management with $1.8M in net assets. OTCBX expense ratio is 1.77%, holding 105 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1993-12-01.

OTCBX performance shows a YTD return of 0.83%. The 1-year return is -3.11% and the 5-year return is 0.90%. OTCBX dividend yield stands at 23.25%, paid annually.

OTCBX 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 OTCBX holdings, OTCBX sectors, or OTCBX dividends.

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