MFS Mid Cap Growth Fund Class R6
OTCKX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston, MA 2199 Boston MA United States of America 2199
- IPO Date
- Jan 2, 2013
- CIK
- 0000063068
- Website
- mfs.com
- Similar Companies
- Business
- MFS Mid Cap Growth Fund Class R6 (OTCKX) is an open-end mutual fund managed by MFS Investment Management that seeks capital appreciation by investing primarily in equity securities of medium market capitalization issuers with above-average growth potential, as defined by market capitalizations similar to those in the Russell Midcap Growth Index; the portfolio emphasizes high-quality growth companies exhibiting competitive advantages, high barriers to entry, pricing power, and margin expansion potential, with position sizing driven by fundamentals and valuation discipline. The fund normally invests at least 80% of its net assets in such mid-cap growth stocks, maintaining a diversified portfolio of approximately 102 holdings across sectors including information technology (19.02%), health care (16.95%), consumer discretionary (15.12%), and industrials (15.10%), with top holdings such as Howmet Aerospace Inc., Take-Two Interactive Software Inc., and Vistra Corp.; it benchmarks performance against the Russell Midcap Growth Index and features a net expense ratio of 0.66%, gross expense ratio of 0.67%, and portfolio turnover of 54.90%. Geographically, the fund allocates primarily to North America (91.14%, mainly the United States at 87.97%), with smaller exposures to Europe ex-U.K., emerging markets, and cash equivalents. Launched on December 1, 1993, with the R6 share class inception on January 2, 2013, the fund is domiciled in the United States and managed from MFS Investment Management's headquarters at 111 Huntington Avenue, Boston, Massachusetts, a firm founded in 1924 that pioneered the first U.S. open-end mutual fund. Recent developments include a long-term capital gain distribution of $4.23291 per share in December 2025 and an announced transition for longtime co-portfolio manager Eric Fischman, who will focus solely on the strategy by June 2026 following Tim Dittmer's addition as comanager to related MFS growth funds in June 2025, alongside ongoing enhancements to MFS's global investment platform and advisor resources. As of November 30, 2025, the fund manages net assets of $14.58 billion.