MFS Mid Cap Growth Fund Class R6 (OTCKX) Research

The fund is designed to primarily invest in companies with moderate market capitalizations, dedicating at least 80% of its total net assets to such businesses. MFS establishes its definition of these mid-sized companies by comparing their market values to those found within the Russell Midcap® Growth Index, specifically considering their valuations over the prior 13-month period at the point of investment.

Market snapshot

Symbol
OTCKX
Price
$30.06
Day change
+1.38%
Market cap
$14.0B
52-week range
25.71-35.21
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Funds Series Trust I - Columbia Contrarian Core Fund (COFYX)
  • American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX)
  • MFS Mid Cap Value Fund - Class A (MVCAX)
  • MFS Mid Cap Value Fund Class R6 (MVCKX)
  • First Eagle Overseas Fund (SGOIX)
  • Columbia Seligman Technology and Information Fund Class A (SLMCX)
  • T. Rowe Price Mid-Cap Value Fund Advisor Class (TAMVX)
  • Nuveen Large Cap Growth Index Fund Retirement (TRIRX)

Open MFS Mid Cap Growth Fund Class R6 (OTCKX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.