MFS Mid Cap Growth Fund Class I
OTCIX
NASDAQ
| Weiss Ratings | OTCIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | OTCIX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Eric B. Fischman (16), Eric Braz (4) | |||
| Website | http://www.mfs.com | |||
| Fund Information | OTCIX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.00% | |||
| Dividend | OTCIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.36% | |||
| Asset Allocation | OTCIX-NASDAQ | Click to Compare |
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| Cash | 1.15% | |||
| Stock | 98.85% | |||
| U.S. Stock | 93.50% | |||
| Non-U.S. Stock | 5.35% | |||
| 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 |
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| 7-Day Total Return | -0.14% | |||
| 30-Day Total Return | -0.29% | |||
| 60-Day Total Return | 0.17% | |||
| 90-Day Total Return | 5.78% | |||
| Year to Date Total Return | 8.71% | |||
| 1-Year Total Return | 12.78% | |||
| 2-Year Total Return | 33.20% | |||
| 3-Year Total Return | 47.33% | |||
| 5-Year Total Return | 43.09% | |||
| Price | OTCIX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $33.67 | |||
| 1-Month Low NAV | $33.16 | |||
| 1-Month High NAV | $33.96 | |||
| 52-Week Low NAV | $26.14 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $35.68 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | OTCIX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 17.73 | |||
| Balance Sheet | OTCIX-NASDAQ | Click to Compare |
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| Total Assets | 15.11B | |||
| Operating Ratios | OTCIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.78% | |||
| Turnover Ratio | 35.00% | |||
| Performance | OTCIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.23% | |||
| Last Bear Market Total Return | -17.33% | |||