OTCBX Mutual Fund

NAV$18.23

AUM$1M

TER1.77%

Holdings105

See how much of OTCBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

OTCBX Mutual Fund

NAV$18.23

MFS Mid Cap Growth Fund Class B

AUM$1M

TER1.77%

Holdings105

See how much of OTCBX 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	US	Global	93.15%
2	Bermuda	North America	2.00%
3	Canada	North America	1.36%
4	Netherlands	Europe	1.19%
5	United Kingdom	Europe	0.91%
6	Ireland	Europe	0.61%
7	Switzerland	Europe	0.46%
8	Cayman Islands	Latin America	0.22%
9	Hong Kong	Asia-Pacific	0.20%

OTCBX Mutual Fund Geographic Allocation

OTCBX geographic allocation spans US (93.2%), Bermuda (2.0%), Canada (1.4%), Netherlands (1.2%), United Kingdom (0.9%). The fund covers 5 regions.

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