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OTCBX
Mutual Fund ticker: NASDAQ
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MFS Mid Cap Growth B (OTCBX) Ownership - Who owns MFS Mid Cap Growth B?

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Growth

Profile

Category
Mid-Cap Growth
Address
MFS Series Trust IV111 Huntington Avenue,24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
1.78
Min. Initial Investment
1000.00
Fund Existence
over 31 years
Turnover
35.00
Front Load
N/A
Net Assets
14167311000.00
Manager Tenure
N/A

Fundamentals

OTCBX
Net Assets
14.2B
Fund Existence
over 31 years
Turnover
35.00
Total Expense Ratio
1.78
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.79
Assets in Top Ten Holdings
3.75B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
4.25M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.64
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
97.00
Number of Net Holdings
97.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
24.30%
Gain YTD
-4.227
Annual Yield % from dividends
0.00
Returns for 1 year
-9.12
Returns for 3 years
-0.87
Returns for 5 years
51.40
Returns for 10 years
60.47
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General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
MFS Series Trust IV111 Huntington Avenue,24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com