OTCJX Mutual Fund

OTCJX Mutual Fund (MFS Mid Cap Growth Fund Class R4) is managed by MFS Investment Management with $245.6M in net assets. OTCJX expense ratio is 0.77%, holding 105 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2005-04-01.

OTCJX performance shows a YTD return of 1.43%. The 1-year return is -2.12% and the 5-year return is 1.92%. OTCJX dividend yield stands at 15.29%, paid annually.

OTCJX 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 OTCJX holdings, OTCJX sectors, or OTCJX dividends.

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