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Mfs Mid Cap Growth Fund Class R6: (MF: OTCKX)
(NASDAQ Mutual Funds) As of Jul 9, 2024 08:00 PM ET
$31.40 USD
-0.23 (-0.73%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.67 | 67 |
| 3 months | -1.95 | 87 |
| 6 months | 12.24 | 72 |
| 1 Year | 22.14 | 66 |
| 3 Year | 1.59 | 80 |
| 5 Year | 10.36 | 74 |
| 10 Year | 11.73 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 25.17 |
| 5 Year | 11.67 |
| 10 Year | 12.09 |
| Since Inception | 13.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.78 | NA | NA | NA |
| 2023 | 7.52 | 5.22 | -5.03 | 13.08 |
| 2022 | -15.56 | -17.33 | -4.10 | 7.12 |
| 2021 | -2.40 | 7.99 | 2.27 | 5.90 |
| 2020 | -16.04 | 26.13 | 11.38 | 15.13 |
| 2019 | 18.86 | 9.23 | -0.14 | 6.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.67 | 21.49 | -28.29 | 14.16 | 35.79 | 37.92 | 1.24 | 26.34 | 4.72 | 4.61 | 8.95 |
| % Total Return Rel to Index | -4.63 | -4.75 | -10.09 | -14.51 | 17.39 | 6.43 | 5.63 | 4.54 | -7.20 | 3.22 | -4.68 |
| % Total Return Rel to Peer | -1.92 | -1.50 | -8.59 | -7.89 | 15.88 | 9.49 | 8.10 | 5.66 | -3.09 | 6.21 | 0.75 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 | 0.98 |
| Expense Ratio | 0.65 | 0.65 | 0.65 | 0.65 | 0.69 | 0.74 | 0.81 | 0.84 | 0.87 | 0.89 | 0.89 |
* 1 = Top 20%, 5 = Bottom 20%