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Mfs Mid Cap Growth Fund Class R4: (MF: OTCJX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$29.66 USD
+0.07 (0.24%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.74 | 59 |
| 3 months | -2.72 | 70 |
| 6 months | 7.74 | 59 |
| 1 Year | 15.59 | 59 |
| 3 Year | 0.45 | 82 |
| 5 Year | 8.99 | 74 |
| 10 Year | 11.47 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -57.42 |
| Bull Market (2/09 - 3/21) | 829.04 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.59 |
| 5 Year | 8.99 |
| 10 Year | 11.47 |
| Since Inception | 9.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.76 | -2.72 | NA | NA |
| 2023 | 7.45 | 5.21 | -5.10 | 13.05 |
| 2022 | -15.56 | -17.37 | -4.11 | 7.11 |
| 2021 | -2.41 | 7.94 | 2.26 | 5.85 |
| 2020 | -16.05 | 26.04 | 11.41 | 15.08 |
| 2019 | 18.81 | 9.20 | -0.19 | 6.38 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.74 | 21.29 | -28.35 | 14.02 | 35.66 | 37.76 | 1.15 | 26.23 | 4.55 | 4.49 | 8.91 |
| % Total Return Rel to Index | -7.55 | -4.95 | -10.14 | -14.65 | 17.26 | 6.27 | 5.54 | 4.43 | -7.38 | 3.10 | -4.73 |
| % Total Return Rel to Peer | -2.91 | -1.70 | -8.65 | -8.03 | 15.74 | 9.34 | 8.01 | 5.55 | -3.26 | 6.09 | 0.70 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 | 0.98 |
| Expense Ratio | 0.77 | 0.78 | 0.76 | 0.75 | 0.79 | 0.83 | 0.91 | 0.96 | 0.98 | 0.98 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%