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Mfs Series Trust Iv-mfs Mid-cap Growth Fund Class C: (MF: OTCCX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$20.67 USD
+0.22 (1.08%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.20 | 61 |
| 3 months | -2.96 | 72 |
| 6 months | 7.20 | 61 |
| 1 Year | 14.42 | 63 |
| 3 Year | -0.55 | 86 |
| 5 Year | 7.90 | 83 |
| 10 Year | 10.36 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.81 |
| Bear Market (10/07 - 2/09) | -57.98 |
| Bull Market (2/09 - 3/21) | 697.77 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.28 |
| 5 Year | 7.90 |
| 10 Year | 10.36 |
| Since Inception | 7.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.48 | -2.96 | NA | NA |
| 2023 | 7.22 | 4.95 | -5.35 | 12.77 |
| 2022 | -15.78 | -17.53 | -4.38 | 6.82 |
| 2021 | -2.64 | 7.67 | 1.99 | 5.60 |
| 2020 | -16.27 | 25.79 | 11.08 | 14.76 |
| 2019 | 18.53 | 8.95 | -0.44 | 6.11 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.20 | 20.10 | -29.07 | 12.91 | 34.27 | 36.43 | 0.15 | 24.94 | 3.56 | 3.41 | 7.85 |
| % Total Return Rel to Index | -8.10 | -6.13 | -10.86 | -15.76 | 15.87 | 4.94 | 4.55 | 3.15 | -8.37 | 2.02 | -5.79 |
| % Total Return Rel to Peer | -3.46 | -2.89 | -9.37 | -9.14 | 14.36 | 8.00 | 7.01 | 4.27 | -4.25 | 5.00 | -0.35 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 | 0.98 |
| Expense Ratio | 1.78 | 1.78 | 1.76 | 1.75 | 1.79 | 1.84 | 1.91 | 1.95 | 1.97 | 1.96 | 1.94 |
* 1 = Top 20%, 5 = Bottom 20%