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

(NASDAQ Mutual Funds) As of Jul 24, 2026 05:43 PM ET

$33.28 USD

+0.34 (1.03%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 12.65 29
3 months 11.58 69
6 months 12.65 29
1 Year 18.80 46
3 Year 12.76 78
5 Year 8.59 62
10 Year 10.16 81

* 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 Jun 30, 2026

1 Year 18.80
5 Year 8.59
10 Year 10.16
Since Inception 9.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.96 11.58 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 12.655.8413.3712.24-9.1930.143.7630.23-11.8613.1215.11
% Total Return Rel to Index -3.44-12.37-11.64-14.009.001.46-14.63-1.25-7.47-8.663.17
% Total Return Rel to Peer -1.17-6.86-6.02-10.7510.508.08-16.151.81-5.00-7.557.29
% Perf Quintile vs Peer* 3.005.004.005.002.001.005.003.005.005.001.00
% Dividends 0.000.310.200.280.300.200.130.170.090.030.19
% Yield 0.000.980.600.981.050.610.520.670.440.130.91
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%