Otckx.

30 Sep 2022 ... OTCKX. $. 9,961,256.04. 0.65%. Large Cap Blend. Vanguard Institutional Index I. VINIX. $. 48,194,157.43. 0.04%. Life-Cycle/Target Date Fund.Fund Information. Fund Commencement 12/01/93. Net Assets ($ 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. 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 ... 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.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 ...

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. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains. Class I shares and institutional …

The Fund seeks to provide investment results that correspond to the total performance of common stocks publicly traded in the United States. It invests in common stocks included in the S&P 500 ...

A high-level overview of MFS Mid Cap Growth Fund Retirement (OTCKX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, …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. 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% …75k in IRA (FBIFX - Fidelity Freedom Index 2040). 9K in Savings (adding 550.00 per month - wanting to accrue 26,200 for emergency fund) Already max out HSA contribution. New 401k (since March 2020), contributing 27% + 4% from employer = 20,770. Note: My 401k is now in Fidelity Freedom 2040 right now (non-Index) but I hate the fees & my plan ...Get the latest MFS Mid Cap Growth Fund Class R6 (OTCKX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment ...

MFS Mid-Cap Growth Fund Cl R6. OTCKX. 4.02%. MFS High Income Fund Cl R6. MHIKX. 3.99%. View Holdings As of 08/31/2023. MFS Conservative Allocation Fund;A mutual fund holdings by MarketWatch. View ...

May 25, 2023 · Summary. MFS International Growth’s strengths remain intact. The Morningstar Medalist Ratings for the CIT and cheaper mutual funds share classes remain at Silver, while the pricier mutual fund ...

NAV / 1-Day Return 17.46 / 0.23 %. Total Assets 441.2 Mil. Adj. Expense Ratio 0.580%. Expense Ratio 0.580%. Distribution Fee Level Above Average. Share Class Type Institutional. Category Target ...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 …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 ... The company was founded in 1924 and is headquartered in Boston, MA. Below, we share with you three top-ranked MFS mutual funds — MFS Mid Cap Growth Fund OTCKX, MFS Total Return Fund MTRRX and ...NAV / 1-Day Return 17.46 / 0.23 %. Total Assets 441.2 Mil. Adj. Expense Ratio 0.580%. Expense Ratio 0.580%. Distribution Fee Level Above Average. Share Class Type Institutional. Category Target ...

Nov 15, 2023 · We’d like to share more about how we work and what drives our day-to-day business. MVCKX Performance - Review the performance history of the MFS Mid Cap Value R6 fund to see it's current status ... Oct 31, 2023 · Parent. NAV / 1-Day Return 60.21 / 1.71 %. Total Assets 1.3 Bil. Adj. Expense Ratio 0.850%. Expense Ratio 0.850%. Distribution Fee Level Average. Share Class Type Retirement, Large. Category Small ... MFS Mid-Cap Growth Fund Cl R6. OTCKX. 4.02%. MFS High Income Fund Cl R6. MHIKX. 3.99%. View Holdings As of 08/31/2023. MFS Conservative Allocation Fund;A mutual fund holdings by MarketWatch. View ...Summary. JPMorgan Mid Cap Growth will have a new lead manager in early 2024, but there is enough continuity and research support to make the offering worthwhile at the right price. J.P. Morgan ...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 ...Discover historical prices for OTCKX stock on Yahoo Finance. View daily, weekly or monthly format back to when MFS Mid Cap Growth R6 stock was issued.

MFS Mid Cap Growth Fund (OTCAX, OTCJX, EAMCX, EBCGX, ECGRX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX), 1,598,314, 2021-02-28. Invesco QQQ Trust, Series ...The Fund seeks long-term growth of capital and current income. The Fund invests in other MFS funds with the following target allocations: 40% in bond funds, 41% in U.S. stock funds, 13% in ...

MGRDX. 5.01%. MFS Global Real Estate R6. MGLRX. 5.00%. MFS International Large Cap Value R6. MKVHX. 5.00%. View Top Holdings and Key Holding Information for MFS Aggressive Growth Allocation R4 ...Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains. Class I shares and institutional …DFSVX PCRIX RWIGX VAIPX VASVX VDIGX VFIAX VGSLX VTRIX RLBGX RNWGX OIGIX RIGGX PIMIX MFEKX PJSQX LCEFX PFORX LNGPA BAGIX EIBRX OTCKX FGULX Im far from an expert, but from my layman research I was thinking 70% VFIAX 30% VTRIX. Would that be solid for me or should I just take the default company suggestion? …Eric J. Braz, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). As a member of the portfolio management team of the MFS® Global Small-Mid Cap and MFS® US Mid Cap Growth strategies, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management.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 ...Discover historical prices for OTCKX stock on Yahoo Finance. View daily, weekly or monthly format back to when MFS Mid Cap Growth R6 stock was issued. 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 ...The investment seeks a high level of total return consistent with a greater than moderate level of risk relative to the other MFS Asset Allocation Funds.OTCKX | A complete MFS Mid Cap Growth Fund;R6 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

Jun 29, 2021 · MFS Mid Cap Growth R6. Boston, MA 2199. 111 Huntington Avenue,24th Floor. MFS Series Trust IV. 1-800-637-2929.

Release Date: 09-30-2023 MFS Mid Cap Growth R6 OTCKX ...

Summary. Fidelity Extended Market Index effectively combines a broadly diversified low turnover portfolio with a minuscule price, providing it with a durable edge over its category peers. by Mo ...Find the latest MFS Mid Cap Growth R6 (OTCKX) stock discussion in Yahoo Finance's forum. Share your opinion and gain insight from other stock traders and investors.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 - MFS Mid Cap Growth R6 - Review the OTCKX stock price, growth, performance, sustainability and more to help you make the best investments.MFS Mid Cap Growth Fund;R6 | historical charts and prices, financials, and today’s real-time OTCKX stock price.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. Sustainability.OTCKX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth ...OTCKX. MFS MID CAP. GROWTH CL R6. Freezing. PAAIX. PIMCO ALL ASSET. INSTL. Freezing. PABGX. T. ROWE PRICE BLUE. CHIP GROWTH. ADVISOR. Freezing. PARAX. T. ROWE ...NAV / 1-Day Return 17.46 / 0.23 %. Total Assets 441.2 Mil. Adj. Expense Ratio 0.580%. Expense Ratio 0.580%. Distribution Fee Level Above Average. Share Class Type Institutional. Category Target ...

30 Sep 2023 ... OTCKX. 552987554. A. OTCAX. 552987703. C. OTCCX. 552987885. Top 10 holdings. ARTHUR J GALLAGHER & CO. VERISK ANALYTICS INC. CADENCE DESIGN ...View Top Holdings and Key Holding Information for MFS Lifetime 2055 R3 (LFITX).MHIKX. +1.37%. 3.99%. Per cent of portfolio in top 10 holdings: 70.75%. Data delayed at least 15 minutes, as of Nov 22 2023. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date.OTCKX focuses on investing in 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 one ...Instagram:https://instagram. tmobile financialuk stock exchangebest penny stocks brokersai chat bot nsfw free Weighted Average Market Cap. $20.1b. Weighted Median Market Cap. $15.9b. Number of Issues. 142. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two. how to get options on robinhoodddstock Oct 31, 2023 · NAV / 1-Day Return 19.20 / 0.31 %. Total Assets 5.0 Bil. Adj. Expense Ratio 0.660%. Expense Ratio 0.660%. Distribution Fee Level Low. Share Class Type Institutional. Category Mid-Cap Growth ... free nfts Carillon Eagle Small Cap Growth’s adequately staffed team and run-of-the-mill approach lack an edge in the mid-growth Morningstar Category. by David Carey. Rated on Sep 26, 2023 Published on Sep ...Get information about the top portfolio holding of the MFS Mid Cap Growth R6 (OTCKX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation.