Eric Braz's upcoming appointment as comanager of MFS Mid Cap Growth adds resources to the strategy but does not change its Morningstar Analyst Ratings of Silver or Bronze, depending on fees.
Will OTCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OTCAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OTCAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OTCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.