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Mfs Growth Fund Class R6: (MF: MFEKX)
(NASDAQ Mutual Funds) As of Aug 23, 2024 08:00 PM ET
$214.55 USD
+1.70 (0.80%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 22.25 | 14 |
| 3 months | 10.20 | 23 |
| 6 months | 17.06 | 20 |
| 1 Year | 30.95 | 10 |
| 3 Year | 6.64 | 25 |
| 5 Year | 15.05 | 27 |
| 10 Year | 15.10 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 36.52 |
| 5 Year | 15.91 |
| 10 Year | 15.22 |
| Since Inception | 16.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.22 | 7.09 | NA | NA |
| 2023 | 10.75 | 12.17 | -2.81 | 12.85 |
| 2022 | -12.32 | -19.36 | -6.08 | 3.80 |
| 2021 | 0.40 | 12.59 | 1.27 | 8.10 |
| 2020 | -11.75 | 24.67 | 10.91 | 7.95 |
| 2019 | 17.77 | 6.57 | 1.14 | 8.55 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 22.25 | 36.24 | -31.08 | 23.76 | 31.73 | 37.81 | 2.68 | 30.98 | 2.55 | 7.50 | 8.88 |
| % Total Return Rel to Index | 5.54 | 10.00 | -12.87 | -4.92 | 13.33 | 6.32 | 7.08 | 9.18 | -9.37 | 6.11 | -4.76 |
| % Total Return Rel to Peer | 8.85 | 10.12 | -6.21 | 8.92 | 5.94 | 12.60 | 7.10 | 11.74 | -0.94 | 7.32 | 3.22 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 2.00 | 1.00 | 1.00 | 2.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.08 | 0.00 | 0.00 |
| % Yield | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 | 0.10 | 0.00 | 0.00 |
| Capital Gains ($) | 0.19 | 8.36 | 1.39 | 5.36 | 5.76 | 2.00 | 3.81 | 2.38 | 1.19 | 2.71 | 2.78 |
| Expense Ratio | 0.48 | 0.50 | 0.50 | 0.48 | 0.53 | 0.56 | 0.57 | 0.59 | 0.61 | 0.62 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%