OTCIX Mutual Fund

OTCIX Mutual Fund (MFS Mid Cap Growth Fund Class I) is managed by MFS Investment Management with $3.20B in net assets. OTCIX expense ratio is 0.77%, holding 105 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1997-01-02.

OTCIX performance shows a YTD return of 1.46%. The 1-year return is -2.09% and the 5-year return is 1.92%. OTCIX dividend yield stands at 14.83%, paid annually.

OTCIX 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 OTCIX holdings, OTCIX sectors, or OTCIX dividends.

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