OTCHX Mutual Fund

OTCHX Mutual Fund (MFS Mid Cap Growth Fund Class R3) is managed by MFS Investment Management with $681.8M in net assets. OTCHX expense ratio is 1.02%, holding 105 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2005-04-01.

OTCHX performance shows a YTD return of 1.31%. The 1-year return is -2.35% and the 5-year return is 1.66%. OTCHX dividend yield stands at 16.55%, paid annually.

OTCHX 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 OTCHX holdings, OTCHX sectors, or OTCHX dividends.

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