OTCGX Mutual Fund

OTCGX Mutual Fund (MFS Mid Cap Growth Fund Class R1) is managed by MFS Investment Management with $2.8M in net assets. OTCGX expense ratio is 1.77%, holding 105 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2005-04-01.

OTCGX performance shows a YTD return of 0.84%. The 1-year return is -3.08% and the 5-year return is 0.90%. OTCGX dividend yield stands at 23.41%, paid annually.

OTCGX 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 OTCGX holdings, OTCGX sectors, or OTCGX dividends.

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