Otckx.

Total Expense: 0.7251 % Advisor Fee Expense: 0.6359 % Transfer Agency Fee Expense: 0.0674 % Expense Waiver: 0.0133 % Shareholder Reporting Fee Expense

Otckx. Things To Know About Otckx.

MFS Mid Cap Growth R6 (OTCKX) Nasdaq - Nasdaq Delayed Price. Currency in USD Follow 2W 10W 9M 27.77 +0.16 (+0.58%) At close: 06:05PM EST Summary Chart Conversations Historical Data Profile...The four offerings that constitute the MFS target-risk series–Aggressive Growth Allocation, Growth Allocation, Moderate Allocation, and Conservative Allocation–feature a durable process and ...Oct 31, 2023 · Zacks Premium Research for OTCKX. Zacks MF Rank. More Info. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months: Zacks Rank ... OTCKX focuses those mid-cap companies that have market cap similar to those within the range of the Russell Midcap Growth Index in the last 13 months. MFS Mid Cap Growth R6 has three-year annualized returns of 12.1%. OTCKX has an expense ratio of only 0.81% compared with the category average of 1.20%.

OTCKX. MFS Mid Cap Growth R6. 509,453.54. $. DFFVX. DFA US Targeted Value I. 172,037.74. $. VSCIX. Vanguard Small Cap Index Instl. 1,688,056.13. $. VEXRX.30 Sep 2023 ... OTCKX. 552987554. A. OTCAX. 552987703. C. OTCCX. 552987885. Top 10 holdings. ARTHUR J GALLAGHER & CO. VERISK ANALYTICS INC. CADENCE DESIGN ...

In March 2023, MFS announced the retirement of Barnaby Wiener, the firm’s chief sustainability officer, and his subsequent succession by Rob Wilson in April 2024.

MFS Mid Cap Growth R6 (OTCKX) is an actively managed U.S. Equity Mid-Cap Growth fund. MFS launched the fund in 2013. The investment seeks capital appreciation. The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market ...MFS Mid Cap Growth Fund;R6 | historical charts and prices, financials, and today’s real-time OTCKX stock price. MFS Mid Cap Value’s proven, rigorous approach warrants an upgrade of its Process Pillar rating to High from Above Average, making this a topnotch mid-value option for investors. by David Carey ...OTCKX: Manager & start date: Eric Fischman. 20 Nov 2008. Eric Braz. 30 Jun 2021. Pricing frequency: Daily: Total net assets: 11.80bn USD As of Oct 31 2023. Share ...WAB. 1.34%. As of 09/30/2023. MFS Mid Cap Growth Fund;R6 mutual fund holdings by MarketWatch. View OTCKX holdings data and information to see the mutual fund assets …

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The four offerings that constitute the MFS target-risk series–Aggressive Growth Allocation, Growth Allocation, Moderate Allocation, and Conservative Allocation–feature a durable process and ...

Below, we share with you three MFS mutual funds, namely OTCKX, MTRRX and BRKVX. Each has earned a Zacks Mutual Fund Rank #1.As of November 30, 2022, the range of the market capitalizations of the issuers in the Russell Midcap® Growth Index was between approximately $1.2 billion and $54.1 billion. MFS normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest ... Net Asset Value (NAV) As of 11/29/23 $27.61. Most Recent NAV Change As of 11/29/23 $0.11 | 0.40%. Fund Number 4834. Maximum Sales Charge --. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. 0.67%. Net Expense Ratio.Summary. Fidelity Growth Company has the same outstanding manager and well-executed process but gets a Morningstar Analyst Rating upgrade for its no-load share class to Gold, in line with its ...MFS Mid Cap Value R6 MVCKX. MFS Mid Cap Value R6. MVCKX. Morningstar Medalist Rating. | Medalist Rating as of Dec 11, 2022 | See MFS Investment Hub. Quote. Chart. Fund Analysis. Performance.

Find the latest performance data chart, historical data and news for MFS Mid Cap Growth Fund Class R6 (OTCKX) at Nasdaq.com. Pimco Total Return’s still ample staffing, analytical resources, and proven approach merit a ‎‎Morningstar Analyst Rating of Gold for its lowest-priced share classes along with Silver and ...As of November 30, 2022, the range of the market capitalizations of the issuers in the Russell Midcap® Growth Index was between approximately $1.2 billion and $54.1 billion. MFS normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest ...Nov 15, 2023 · The investment seeks capital appreciation. The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. 30 Sep 2022 ... OTCKX. $. 9,961,256.04. 0.65%. Large Cap Blend. Vanguard Institutional Index I. VINIX. $. 48,194,157.43. 0.04%. Life-Cycle/Target Date Fund.OTCKX Return (NAV) 3.9% -28.3%: 14.2% 35.8% 37.9% 1.2% 26.4% 4.8% 4.6% 9.0% 37.3% OTCKX Grade: B: C: B: C: B: A: C: C: A: B: B +/- Category: 2.7% : 0.1% : 2.3% …We’d like to share more about how we work and what drives our day-to-day business. MEIKX Performance - Review the performance history of the MFS Value R6 fund to see it's current status, yearly ...

Jun 29, 2021 · MFS Mid Cap Growth R6. Boston, MA 2199. 111 Huntington Avenue,24th Floor. MFS Series Trust IV. 1-800-637-2929. Feb 21, 2023 · Comanager Paul Gordon will retire from MFS Mid Cap Growth on April 3, 2023, but his departure does not affect the strategy’s Morningstar Analyst Ratingsof Silver and Bronze. Gordon took a ...

View Top Holdings and Key Holding Information for MFS Aggressive Growth Allocation A (MAAGX).Jan 20, 2023 · LTMLX - MFS Lifetime 2045 R6 - Review the LTMLX stock price, growth, performance, sustainability and more to help you make the best investments. Jan 20, 2023 · Expense Ratio 0.440%. Distribution Fee Level Average. Share Class Type Retirement, Large. Category Target-Date 2055. Investment Style Large Blend. Credit Quality / Interest Rate Sensitivity ... Below we share with you three top-rated MFS mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).Though a changing of the guard may be under way, Neuberger Berman Small Cap’s healthy mix of veterans and future leaders and sensible approach support a positive outlook. by Chris Tate. Rated on ...Summary. Vanguard FTSE Social Index delivers on its environmental, social, and governance remit without sacrificing the benefits of a broadly diversified, market-cap-weighted portfolio. Both of ...I am trying to simplify the comparison to my wife that Edward Joned has higher fees vs Vanguard. As well as give her insight on Vanguards reputation. I don’t have a comparison chart, but you can show her that each investment deposit into EJ is costing you at least a 5.25% front-end load fee, whereas with Vanguard, it costs you $0.00.$12.96. 0.70%. add_circle_outline. OTCKX. MFS Mid Cap Growth Fund Class R6. $28.11. 1.22%. add_circle_outline. PTRQX. PGIM Total Return Bond Fund -Class R6.

The MFS OTCKX Mid Cap Growth Fund summary. See OTCKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.

NAV / 1-Day Return 38.68 / 0.78 %. Total Assets 70.4 Bil. Adj. Expense Ratio 0.080%. Expense Ratio 0.080%. Distribution Fee Level Low. Share Class Type No Load. Category Target-Date 2040 ...

In the event of a “crescendo of selling” that may lead to a market bottom, CNBC’s Jim Cramer offered the names of six stocks worth looking at to buy on the way down. Cramer’s list includes ...Filipe M.G. Benzinho is an investment officer and equity portfolio manager with MFS Investment Management® (MFS®). He is a member of the portfolio management team of the firm's International Equity and International Concentrated strategies, responsible for final buy and sell decisions and portfolio construction as well as risk and cash management.This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same.OTCQX is a U.S. market for companies already listed on a qualified international stock exchange. OTCQX enables global companies to better access support U.S. investors and distribute information in the U.S. public markets without the complexity and cost of an U.S. exchange listing. The OTCQX market was established to solve a problem for global ...Jan 20, 2023 · MLFKX - MFS Lifetime 2040 R6 - Review the MLFKX stock price, growth, performance, sustainability and more to help you make the best investments. 30 Sep 2022 ... OTCKX. $. 9,961,256.04. 0.65%. Large Cap Blend. Vanguard Institutional Index I. VINIX. $. 48,194,157.43. 0.04%. Life-Cycle/Target Date Fund.LTMLX - MFS Lifetime 2045 R6 - Review the LTMLX stock price, growth, performance, sustainability and more to help you make the best investments.Fund Information. Fund Commencement 12/01/93. Net Assets ($ M) As of 10/31/23 $11797.26. Fiscal Year End AUGUST. Benchmark. Russell Midcap Growth Index measures U.S. mid-cap growth stocks. Russell Midcap® Growth Index.

Feb 21, 2023 · MFS Mid Cap Growth R6 OTCKX Risk. MFS Mid Cap Growth R6. OTCKX. Morningstar Medalist Rating. | Medalist Rating as of Feb 21, 2023 | See MFS Investment Hub. Quote. Chart. Fund Analysis. Performance. Dec 1, 2023 · OTCKX December 1, 2023 • end of day • CURRENCY IN USD. MFS Mid Cap Growth Fund;R6 (OTCKX) Compare. MFS Mid Cap Growth Fund;R6 28.11 ... MVCKX. 9.59%. MFS Research International Fund Cl R6. MRSKX. 8.06%. MFS International Growth Fund Cl R6. MGRDX. 5.10%. MFS International Value Fund Cl R6.3 M YTD 1 Y 3 Y $ Advanced Charting Compare Compare to Benchmark: DJIA S&P 500 GLOBAL DOW NASDAQ Compare to 1 Year Total Return (as of 11/24/23) OTCKX 10.75% S&P 500 15.11% Category 6.91%...Instagram:https://instagram. cheapest sms gatewayaffordable credit monitoringbest health insurance plans in georgiallc naming ideas Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Performance data does not reflect this redemption fee or taxes. Total Expense Ratio: Investor Class 1.19% The … stock under 20 dollarsbest futures trading courses 22 Nov 2023 ... OTCKX. Vanguard Federal Money Market Fund Investor Shares. VMFXX. To ... OTCKX. Manage your account. These plan changes are an excellent ...The Fund seeks long-term growth of capital and current income. The Fund invests in other MFS funds with the following target allocations: 60% in U.S. stock funds, 30% in international stock funds ... binary forex trader Investment Policy. The Fund seeks long-term growth of capital and current income. The Fund invests in other MFS funds with the following target allocations: 20% in bond funds, 52% in U.S. stock ...OTCKX has an expense ratio of only 0.81% compared with the category average of 1.20%. MFS Global Growth R6 MWOKX invests its assets mainly in domestic and foreign companies. MWOKX focuses on ...