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Mfs Research Fund Class C: (MF: MFRCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$51.75 USD
+0.23 (0.45%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.48 | 44 |
| 3 months | 1.36 | 45 |
| 6 months | 11.48 | 44 |
| 1 Year | 20.36 | 44 |
| 3 Year | 6.47 | 44 |
| 5 Year | 11.72 | 47 |
| 10 Year | 10.66 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.69 |
| Bear Market (10/07 - 2/09) | -48.52 |
| Bull Market (2/09 - 3/21) | 661.78 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 19.16 |
| 5 Year | 11.72 |
| 10 Year | 10.66 |
| Since Inception | 9.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.99 | 1.36 | NA | NA |
| 2023 | 4.16 | 8.10 | -3.85 | 12.28 |
| 2022 | -6.72 | -14.00 | -4.61 | 7.31 |
| 2021 | 5.05 | 8.65 | -0.05 | 8.52 |
| 2020 | -18.49 | 19.10 | 8.00 | 10.35 |
| 2019 | 14.46 | 5.70 | 1.64 | 7.43 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.48 | 21.56 | -17.89 | 23.80 | 15.71 | 32.13 | -5.21 | 22.43 | 7.90 | 0.09 | 9.31 |
| % Total Return Rel to Index | -3.81 | -4.67 | 0.31 | -4.88 | -2.69 | 0.64 | -0.82 | 0.63 | -4.02 | -1.29 | -4.33 |
| % Total Return Rel to Peer | 0.82 | -1.43 | 1.80 | 1.74 | -4.20 | 3.70 | 1.64 | 1.75 | 0.09 | 1.69 | 1.10 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.15 | 0.12 | 0.02 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 | 0.34 | 0.33 | 0.06 | 0.02 |
| Capital Gains ($) | 0.00 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 | 1.89 |
| Expense Ratio | 1.53 | 1.56 | 1.54 | 1.53 | 1.54 | 1.55 | 1.56 | 1.57 | 1.58 | 1.57 | 1.55 |
* 1 = Top 20%, 5 = Bottom 20%