OTCJX Mutual Fund

OTCJX Mutual Fund (MFS Mid Cap Growth Fund Class R4) is managed by MFS Investment Management with $226.0M 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 2.78%. The 1-year return is -1.23% and the 5-year return is 1.54%. OTCJX dividend yield stands at 15.09%, paid annually.

OTCJX 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 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.