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OTCKX Mutual Fund Price & Analysis

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 capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of purchase.

OTCKX Mutual Fund Chart & Stats

OTCKX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Spotify Technology SA
3.73%
Howmet Aerospace Inc.
3.71%
Take-Two Interactive
2.90%
Guidewire Software Inc.
2.70%
Verisk Analytics
2.37%
Tyler Technologies
2.25%
LPL Financial Holdings Inc.
2.16%
Gartner
2.15%
Arthur J. Gallagher
2.13%
HubSpot, Inc.
1.99%
Total26.08%

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