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Mfs Mid Cap Value Fund Cl R2: (MF: MCVRX)

(NASDAQ Mutual Funds) As of Jun 29, 2026 06:04 PM ET

$32.86 USD

+0.04 (0.12%)

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

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.81 59
3 months 0.00 86
6 months 8.00 57
1 Year 16.75 73
3 Year 14.27 79
5 Year 7.28 71
10 Year 9.56 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.53
Bull Market (2/09 - 3/21) 831.92

Load Adjusted Returns as of May 31, 2026

1 Year 9.84
5 Year 7.25
10 Year 9.16
Since Inception 8.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.96 NA NA NA
2025 -2.71 3.17 4.31 1.10
2024 8.80 -2.71 9.81 -2.46
2023 0.45 5.36 -4.62 11.19
2022 -2.67 -12.54 -4.62 11.85
2021 13.22 4.88 -0.40 10.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.815.8413.3712.24-9.1930.143.7630.23-11.8613.1215.11
% Total Return Rel to Index 1.05-12.37-11.64-14.009.001.46-14.63-1.25-7.47-8.663.17
% Total Return Rel to Peer 1.68-6.86-6.02-10.7510.508.08-16.151.81-5.00-7.557.29
% Perf Quintile vs Peer* 2.005.004.005.002.001.005.003.005.005.001.00
% Dividends 0.000.310.200.280.300.200.130.170.090.030.19
% Yield 0.000.980.960.981.050.610.520.670.440.130.91
Capital Gains ($) 0.002.073.070.431.041.510.000.281.050.690.01
Expense Ratio 1.221.221.241.241.241.261.301.311.321.351.40

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