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Mfs Mid Cap Growth Fund Class R3: (MF: OTCHX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$29.08 USD
+0.27 (0.94%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.60 | 60 |
| 3 months | -2.78 | 71 |
| 6 months | 7.60 | 60 |
| 1 Year | 15.34 | 60 |
| 3 Year | 0.20 | 83 |
| 5 Year | 8.73 | 76 |
| 10 Year | 11.19 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -57.56 |
| Bull Market (2/09 - 3/21) | 794.03 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.33 |
| 5 Year | 8.72 |
| 10 Year | 11.19 |
| Since Inception | 8.81 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.69 | -2.78 | NA | NA |
| 2023 | 7.42 | 5.08 | -5.12 | 12.97 |
| 2022 | -15.59 | -17.43 | -4.20 | 7.07 |
| 2021 | -2.49 | 7.90 | 2.17 | 5.79 |
| 2020 | -16.09 | 26.02 | 11.27 | 15.04 |
| 2019 | 18.72 | 9.12 | -0.20 | 6.27 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.60 | 21.00 | -28.52 | 13.72 | 35.37 | 37.39 | 0.88 | 25.94 | 4.32 | 4.25 | 8.58 |
| % Total Return Rel to Index | -7.69 | -5.24 | -10.32 | -14.96 | 16.97 | 5.90 | 5.27 | 4.15 | -7.61 | 2.86 | -5.06 |
| % Total Return Rel to Peer | -3.06 | -1.99 | -8.82 | -8.33 | 15.45 | 8.97 | 7.74 | 5.26 | -3.49 | 5.84 | 0.37 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 | 0.98 |
| Expense Ratio | 1.02 | 1.03 | 1.01 | 1.00 | 1.04 | 1.09 | 1.16 | 1.21 | 1.23 | 1.22 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%