OTCIX Mutual Fund

OTCIX Mutual Fund (MFS Mid Cap Growth Fund Class I) is managed by MFS Investment Management with $2.95B 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 2.81%. The 1-year return is -1.23% and the 5-year return is 1.54%. OTCIX dividend yield stands at 14.63%, paid annually.

OTCIX top holdings include Monolithic Power Systems Inc (3.2%), Live Nation Entertainment Inc (2.9%), Take-Two Interactive Software, Inc. (2.8%), Natera Inc (2.8%), Cloudflare Inc (180 Day Lockup) (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.