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Mfs Mid Cap Growth Fund Cl R2: (MF: MCPRX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$27.04 USD
+0.25 (0.93%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.48 | 60 |
| 3 months | -2.85 | 71 |
| 6 months | 7.48 | 60 |
| 1 Year | 15.02 | 61 |
| 3 Year | -0.05 | 84 |
| 5 Year | 8.46 | 79 |
| 10 Year | 10.91 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -57.67 |
| Bull Market (2/09 - 3/21) | 760.36 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.02 |
| 5 Year | 8.45 |
| 10 Year | 10.91 |
| Since Inception | 8.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.63 | -2.85 | NA | NA |
| 2023 | 7.32 | 5.09 | -5.19 | 12.87 |
| 2022 | -15.65 | -17.45 | -4.29 | 6.99 |
| 2021 | -2.54 | 7.82 | 2.13 | 5.71 |
| 2020 | -16.14 | 25.90 | 11.25 | 14.93 |
| 2019 | 18.75 | 9.00 | -0.26 | 6.21 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.48 | 20.69 | -28.70 | 13.45 | 35.00 | 37.12 | 0.59 | 25.57 | 4.12 | 3.94 | 8.31 |
| % Total Return Rel to Index | -7.82 | -5.55 | -10.50 | -15.22 | 16.60 | 5.63 | 4.98 | 3.77 | -7.81 | 2.55 | -5.33 |
| % Total Return Rel to Peer | -3.18 | -2.30 | -9.00 | -8.60 | 15.08 | 8.70 | 7.45 | 4.89 | -3.69 | 5.54 | 0.10 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 | 0.98 |
| Expense Ratio | 1.27 | 1.28 | 1.27 | 1.25 | 1.29 | 1.34 | 1.41 | 1.46 | 1.47 | 1.47 | 1.45 |
* 1 = Top 20%, 5 = Bottom 20%