OTCKX Mutual Fund

OTCKX Mutual Fund (MFS Mid Cap Growth Fund Class R6) is managed by MFS Investment Management with $7.85B in net assets. OTCKX expense ratio is 0.65%, holding 105 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2013-01-02.

OTCKX performance shows a YTD return of 1.50%. The 1-year return is -1.99% and the 5-year return is 2.04%. OTCKX dividend yield stands at 14.55%, paid annually.

OTCKX 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 OTCKX holdings, OTCKX sectors, or OTCKX dividends.

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