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Mfs Mid Cap Growth Fund - Class I: (MF: OTCIX)
(NASDAQ Mutual Funds) As of Aug 4, 2025 08:00 PM ET
$33.74 USD
+0.58 (1.75%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.52 | 14 |
| 3 months | 15.49 | 27 |
| 6 months | 8.52 | 14 |
| 1 Year | 15.52 | 26 |
| 3 Year | 15.73 | 52 |
| 5 Year | 9.59 | 86 |
| 10 Year | 11.67 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.77 |
| Bear Market (10/07 - 2/09) | -57.39 |
| Bull Market (2/09 - 3/21) | 973.85 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.52 |
| 5 Year | 9.59 |
| 10 Year | 11.67 |
| Since Inception | 8.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.03 | 15.49 | NA | NA |
| 2024 | 10.78 | -2.72 | 4.88 | 1.48 |
| 2023 | 7.48 | 5.16 | -5.05 | 13.00 |
| 2022 | -15.57 | -17.33 | -4.14 | 7.11 |
| 2021 | -2.42 | 7.95 | 2.23 | 5.87 |
| 2020 | -16.03 | 26.06 | 11.39 | 15.06 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.52 | 14.70 | 21.26 | -28.34 | 14.02 | 35.66 | 37.81 | 1.12 | 26.24 | 4.60 | 4.48 |
| % Total Return Rel to Index | 2.31 | -10.31 | -4.97 | -10.13 | -14.66 | 17.26 | 6.32 | 5.52 | 4.44 | -7.33 | 3.09 |
| % Total Return Rel to Peer | 3.38 | -4.68 | -1.73 | -8.64 | -8.03 | 15.75 | 9.38 | 7.98 | 5.56 | -3.21 | 6.08 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.21 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 |
| Expense Ratio | 0.76 | 0.77 | 0.78 | 0.77 | 0.75 | 0.79 | 0.83 | 0.91 | 0.96 | 0.99 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%