MFS Mid Cap Growth Fund Class R6 (OTCKX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
MFS Mid Cap Growth Fund Class R6 (OTCKX) trades at $29.74 with AI Score 44/100 (Grade C). MFS Mid Cap Growth Fund Class R6 is a financial services company specializing in asset management. Market cap: $14.4B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for OTCKX: OTCKX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates OTCKX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
OTCKX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
MFS Mid Cap Growth Fund Class R6 (OTCKX) Financial Services Profile
MFS Mid Cap Growth Fund Class R6 focuses on investing in medium market capitalization companies, aligning its portfolio with the Russell Midcap® Growth Index. As a financial services entity, it provides investors exposure to mid-cap growth opportunities, operating within the competitive asset management landscape and offering no dividends.
What Is the Investment Thesis for OTCKX?
MFS Mid Cap Growth Fund Class R6 presents a focused investment vehicle for exposure to mid-cap growth stocks. With a market capitalization of $14.4B and a beta of 1.18, the fund reflects the volatility associated with growth-oriented investments. A key value driver is the fund's alignment with the Russell Midcap® Growth Index, providing a benchmark-driven approach to mid-cap investing. Growth catalysts include the continued expansion of the mid-cap segment and investor demand for growth-oriented assets. However, the absence of dividend payments may deter income-focused investors. Potential risks include market fluctuations impacting mid-cap valuations and competition from other asset management firms offering similar products.
Based on FMP financials and quantitative analysis
OTCKX Key Highlights
Market Cap: $13.97 billion, indicating a substantial asset base under management.
- Beta: 1.18, suggesting the fund is slightly more volatile than the overall market.
- Investment Focus: At least 80% of assets are invested in medium market capitalization companies.
- Benchmark Alignment: The fund's portfolio mirrors the Russell Midcap® Growth Index.
- Dividend Yield: None, indicating a focus on capital appreciation rather than income generation.
Who Are OTCKX's Competitors?
OTCKX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| COFYX Columbia Funds Series Trust I - Columbia Contrarian Core Fund | $44.68 | -0.78% | $18.2B | 44 |
| FAOTX American Funds 2020 Target Date Retirement Fd Cl F-1 | $14.83 | -0.27% | $14.1B | 42 |
| MVCAX MFS Mid Cap Value Fund - Class A | $35.39 | +0.31% | $11.2B | 44 |
| MVCKX MFS Mid Cap Value Fund Class R6 | $36.66 | -0.57% | $11.6B | 44 |
| SGOIX First Eagle Overseas Fund | $35.34 | +0.20% | $17.4B | 47 |
| ARCC Ares Capital Corporation | $19.78 | -0.10% | $14.2B | 79 |
| CRBG Corebridge Financial, Inc. | $31.81 | -2.33% | $14.2B | 69 |
| TPG TPG Inc. | $51.57 | -3.03% | $19.8B | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are OTCKX's Key Strengths?
Alignment with the Russell Midcap® Growth Index.
- Significant assets under management.
- Established brand reputation.
- Clear and transparent investment strategy.
What Are OTCKX's Weaknesses?
Absence of dividend payments.
- Reliance on the performance of the mid-cap segment.
- Susceptibility to market volatility.
- Potential for underperformance relative to the index.
What Could Drive OTCKX Stock Higher?
Continued growth of the mid-cap market segment.
- Increased investor demand for growth-oriented assets.
- Potential for strategic partnerships with financial advisors.
- Introduction of new product offerings, such as ESG-focused funds.
What Are the Key Risks for OTCKX?
Market fluctuations impacting mid-cap valuations.
- Competition from other asset management firms.
- Economic downturn affecting corporate earnings.
- Changes in interest rates impacting investor sentiment.
- Regulatory changes affecting the asset management industry.
What Are the Growth Opportunities for OTCKX?
- Expansion of Mid-Cap Segment: The continued growth and innovation within the mid-cap market segment present a significant growth opportunity for MFS Mid Cap Growth Fund Class R6. As more companies transition from small-cap to mid-cap status, the fund can capitalize on this expansion by incorporating these emerging growth companies into its portfolio. This expansion is projected to continue as the economy recovers, potentially increasing the fund's assets under management (AUM).
- Increased Investor Demand for Growth Assets: As investors seek higher returns in a low-interest-rate environment, the demand for growth-oriented assets is expected to increase. MFS Mid Cap Growth Fund Class R6 is well-positioned to benefit from this trend, as its investment strategy focuses on mid-cap companies with high growth potential. The fund can attract new investors seeking exposure to the mid-cap growth segment, further driving AUM growth.
- Strategic Partnerships and Distribution Channels: MFS Mid Cap Growth Fund Class R6 can explore strategic partnerships with financial advisors and wealth management firms to expand its distribution channels. By partnering with these intermediaries, the fund can reach a wider audience of potential investors and increase its market penetration. These partnerships can also provide access to new markets and client segments, further contributing to AUM growth.
- Product Innovation and Diversification: MFS Mid Cap Growth Fund Class R6 can consider expanding its product offerings to include variations of its core mid-cap growth strategy, such as ESG-focused funds or thematic funds targeting specific sectors. This product diversification can attract a broader range of investors with different investment preferences and risk tolerances. By innovating its product line, the fund can enhance its competitiveness and capture a larger share of the asset management market.
- Technological Advancements in Asset Management: The integration of advanced technologies, such as artificial intelligence and machine learning, into the asset management process can enhance the fund's investment decision-making and portfolio management capabilities. By leveraging these technologies, MFS Mid Cap Growth Fund Class R6 can improve its stock selection process, optimize portfolio construction, and enhance risk management, ultimately leading to better investment performance and increased investor satisfaction.
What Are OTCKX's Competitive Advantages?
- Established Brand: MFS has a long-standing reputation in the asset management industry.
- Index-Tracking Strategy: Alignment with the Russell Midcap® Growth Index provides a clear and transparent investment approach.
- Scale: Significant assets under management provide economies of scale.
What Does OTCKX Do?
MFS Mid Cap Growth Fund Class R6 is a financial services entity operating within the asset management industry. The fund's core strategy involves investing at least 80% of its net assets in companies with medium market capitalizations. MFS defines these medium market capitalization issuers as those with market capitalizations similar to the constituents of the Russell Midcap® Growth Index over the preceding 13 months at the time of purchase. This investment approach aims to mirror the growth characteristics of the mid-cap segment of the market. The fund provides investors with a vehicle to access a diversified portfolio of mid-sized growth companies. By tracking the Russell Midcap® Growth Index, the fund offers a relatively passive investment strategy within the mid-cap space. The fund operates primarily in the United States, focusing on companies listed on US exchanges. The fund competes with other asset management firms offering similar mid-cap growth investment products, such as mutual funds and ETFs. MFS Mid Cap Growth Fund Class R6 distinguishes itself through its specific investment methodology and adherence to the Russell Midcap® Growth Index composition.
What Products and Services Does OTCKX Offer?
- Invests primarily in medium market capitalization companies.
- Mirrors the composition of the Russell Midcap® Growth Index.
- Provides investors with exposure to mid-cap growth stocks.
- Manages a diversified portfolio of mid-sized companies.
- Offers a relatively passive investment strategy within the mid-cap space.
- Operates primarily in the United States.
- Aims for capital appreciation rather than income generation.
How Does OTCKX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the total AUM.
- Profitability depends on the fund's performance and its ability to attract and retain investors.
What Industry Does OTCKX Operate In?
MFS Mid Cap Growth Fund Class R6 operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other asset managers offering mid-cap growth strategies, including mutual funds and ETFs. The growth of the asset management industry is tied to the overall expansion of financial markets and increasing investor participation. The fund's performance is directly linked to the performance of the mid-cap segment of the market, making it susceptible to market volatility and economic cycles.
Who Are OTCKX's Key Customers?
- Individual investors seeking exposure to mid-cap growth stocks.
- Institutional investors, such as pension funds and endowments.
- Financial advisors and wealth management firms.
How MFS Mid Cap Growth Fund Class R6 Is Valued
Relative to its peer group, OTCKX's quantitative score of 44/100 is roughly in line with the peer average of 44/100.
OTCKX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying could signal confidence in the fund's future performance, suggesting management believes the current valuation is attractive.
- Positive community sentiment indicates growing investor belief in the fund's strategy and potential for growth in the mid-cap sector.
- The fund's focus on mid-cap growth aligns with a market perception that these companies offer substantial growth opportunities.
- Bullish community views suggest investors anticipate favorable market conditions for mid-cap stocks in the near term.
Bear Case
- Insider activity may not always correlate with future performance; it could be for personal financial reasons unrelated to the fund's prospects.
- Community sentiment can be swayed by short-term market trends and may not reflect a comprehensive analysis of the fund's fundamentals.
- Market perception of mid-cap growth can shift rapidly, especially in volatile economic environments.
- Bearish community views could indicate concerns about the fund's ability to navigate potential economic headwinds or competitive pressures within the mid-cap space.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
OTCKX Latest News
No recent news available for OTCKX.
OTCKX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for OTCKX.
Price Targets
Wall Street price target analysis for OTCKX.
OTCKX MoonshotScore
What does this score mean?
The MoonshotScore rates OTCKX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
MFS Mid Cap Growth Fund Class R6 Financial Services Stock: Key Questions Answered
What does the AI Score mean for OTCKX?
OTCKX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. MFS Mid Cap Growth Fund Class R6 is a financial services company specializing in asset management. The fund primarily invests in medium market capitalization issuers, mirroring the composition …
What does MFS Mid Cap Growth Fund Class R6 do?
MFS Mid Cap Growth Fund Class R6 is an investment fund that focuses on investing in medium market capitalization companies. The fund aims to mirror the performance of the Russell Midcap® Growth Index by investing at least 80% of its net assets in companies that are similar in size and growth characteristics to those included in the index.
What are the main risks for OTCKX?
The main risks for MFS Mid Cap Growth Fund Class R6 are primarily related to market volatility and economic conditions. As the fund invests in mid-cap companies, it is susceptible to fluctuations in the stock market and economic downturns that can negatively impact corporate earnings and valuations.
How does MFS Mid Cap Growth Fund Class R6 make money in financial services?
MFS Mid Cap Growth Fund Class R6 generates revenue primarily through management fees charged on its assets under management (AUM). These fees are typically calculated as a percentage of the total AUM and are designed to compensate MFS for its expertise in managing the fund's portfolio and providing investment services to its clients.
What regulatory challenges does MFS Mid Cap Growth Fund Class R6 face?
MFS Mid Cap Growth Fund Class R6, as a financial services entity, faces a complex regulatory environment. The fund must comply with regulations set forth by the Securities and Exchange Commission (SEC), including requirements related to fund registration, disclosure, and investor protection.
What are the key factors to evaluate for OTCKX?
MFS Mid Cap Growth Fund Class R6 (OTCKX) holds an AI score of 44/100 (low). MFS Mid Cap Growth Fund Class R6 presents a focused investment vehicle for exposure to mid-cap growth stocks. Not financial advice.
How frequently does OTCKX data refresh on this page?
OTCKX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven OTCKX's recent stock price performance?
MFS Mid Cap Growth Fund Class R6 (OTCKX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Alignment with the Russell Midcap® Growth Index. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider OTCKX overvalued or undervalued right now?
MFS Mid Cap Growth Fund Class R6 (OTCKX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- AI analysis is pending for OTCKX, which may provide further insights.