Back to top
more

Mfs Mid Cap Value Fund - Class B: (MF: MCBVX)

(NASDAQ Mutual Funds) As of May 15, 2026 04:37 PM ET

$29.44 USD

-0.42 (-1.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.54 35
3 months 2.74 58
6 months 9.37 28
1 Year 20.38 72
3 Year 11.80 84
5 Year 6.88 72
10 Year 9.06 88

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 116.41
Bear Market (10/07 - 2/09) -53.86
Bull Market (2/09 - 3/21) 746.74

Load Adjusted Returns as of Apr 30, 2026

1 Year 4.91
5 Year 6.72
10 Year 8.61
Since Inception 8.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.81 NA NA NA
2025 -2.82 3.01 4.18 1.00
2024 8.63 -2.79 9.66 -2.58
2023 0.31 5.21 -4.73 11.05
2022 -2.80 -12.64 -4.81 11.77
2021 13.11 4.73 -0.52 9.93

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.545.3312.8111.66-9.6529.543.2129.60-12.3312.5514.52
% Total Return Rel to Index 5.15-12.88-12.20-14.588.540.86-15.18-1.88-7.94-9.242.59
% Total Return Rel to Peer 4.48-7.37-6.57-11.3310.047.49-16.691.18-5.47-8.126.70
% Perf Quintile vs Peer* 2.005.004.005.002.001.005.003.005.005.001.00
% Dividends 0.000.010.000.120.120.050.010.040.000.000.08
% Yield 0.050.050.000.050.440.150.040.180.010.000.41
Capital Gains ($) 0.002.073.070.431.041.510.000.281.040.680.01
Expense Ratio 0.001.731.741.741.741.761.801.811.821.851.90

* 1 = Top 20%, 5 = Bottom 20%