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OTCCX

MFS Mid Cap Growth Fund Class C

Mutual fund

$17.53+0.12 (+0.69%)Close Oct 2, 2026

Adjusted price

−2.79% total return, past year

Key statistics

Net assets
$13B
Expense ratio
1.77%
Share classes
9
52-week range
$15.43$22.54
From all-time high
−31.17%
Max drawdown
−75.84%
Volatility
22.81%
Sharpe ratio
0.39
Beta (5Y monthly)
1.07

Total

1M
+1.6%
YTD
+2.5%
1Y
−2.8%

Per year

3Y
+10.6%
5Y
+1.2%
10Y
+10.0%
20Y
+7.8%
Since 1994
+6.5%

Fund facts

As of May 31, 2026
Holdings
111
Top 10 holdings
27.3%
Stocks
99.1%
Cash
2.0%

Sectors

Information Technology
22.0%
Industrials
20.9%
Consumer Discretionary
13.7%
Health Care
13.5%
Financials
7.6%
Other
21.3%

Top holdings

HoldingWeight (%)
MPWRMonolithic Power Systems, Inc.4.3
HWMHowmet Aerospace Inc.3.9
PWRQuanta Services, Inc.3.3
TTWOTake-Two Interactive Software, Inc.2.7
LYVLive Nation Entertainment, Inc.2.6
NTRANatera, Inc.2.2
TKOTKO Group Holdings, Inc.2.1
Masimo Corp.2.1
ASNDAscendis Pharma A/S2.1
BURLBurlington Stores, Inc.1.9

Annual returns

1994 from Jul 29 · 2026 through Oct 2