MFS Mid Cap Growth Fund Class I
OTCIX
NASDAQ
| Weiss Ratings | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Eric B. Fischman (17), Eric Braz (4) | |||
| Website | http://www.mfs.com | |||
| Fund Information | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Mid Cap Growth Fund Class I | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 02, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.96% | |||
| Stock | 99.03% | |||
| U.S. Stock | 92.98% | |||
| Non-U.S. Stock | 6.05% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.88% | |||
| 30-Day Total Return | -4.06% | |||
| 60-Day Total Return | -4.64% | |||
| 90-Day Total Return | -5.97% | |||
| Year to Date Total Return | -5.26% | |||
| 1-Year Total Return | 7.78% | |||
| 2-Year Total Return | 3.14% | |||
| 3-Year Total Return | 27.55% | |||
| 5-Year Total Return | 12.18% | |||
| Price | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $26.46 | |||
| 1-Month Low NAV | $25.25 | |||
| 1-Month High NAV | $27.65 | |||
| 52-Week Low NAV | $25.25 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $34.67 | |||
| 52-Week High Price (Date) | Sep 18, 2025 | |||
| Beta / Standard Deviation | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.15 | |||
| Standard Deviation | 15.63 | |||
| Balance Sheet | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 12.71B | |||
| Operating Ratios | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.77% | |||
| Turnover Ratio | 54.00% | |||
| Performance | OTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 17.23% | |||
| Last Bear Market Total Return | -17.33% | |||