MFS Mid Cap Growth Fund Class R6 (OTCKX) Alternatives
MFS Mid Cap Growth Fund Class R6 (OTCKX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OTCKX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OTCKX
OTCKX charges 0.65% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among OTCKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | OTCKX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | OTCKX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | OTCKX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OTCKX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | OTCKX vs VMGMX |
Best Risk-Adjusted Alternatives to OTCKX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | OTCKX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | OTCKX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | OTCKX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | OTCKX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | OTCKX vs BFGIX |
Top Performing OTCKX Alternatives (YTD)
OTCKX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | OTCKX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | OTCKX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | OTCKX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | OTCKX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | OTCKX vs NEEGX |
Lowest Volatility Alternatives to OTCKX
OTCKX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | OTCKX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | OTCKX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | OTCKX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | OTCKX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | OTCKX vs VSNGX |
Lowest Drawdown Alternatives to OTCKX
OTCKX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | OTCKX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | OTCKX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | OTCKX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | OTCKX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | OTCKX vs VLEQX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | OTCKX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | OTCKX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | OTCKX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | OTCKX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | OTCKX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | OTCKX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | OTCKX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | OTCKX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | OTCKX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | OTCKX vs MEIAX |
Often Compared With OTCKX
What investors most often compare with OTCKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Mid Cap Index Fund | Mid Cap Blend Equities | 27 | -2.82% | May 21, 1998 | OTCKX vs VIMSX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | OTCKX vs IMIDX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | OTCKX vs SMCWX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 65 | -3.10% | Sep 1, 2017 | OTCKX vs EEOFX |
Compare OTCKX with Any Fund or Stock
Compare OTCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.