Back to top
Mfs Growth Fund Class R2: (MF: MEGRX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$181.70 USD
+3.90 (2.19%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.24 | 25 |
| 3 months | 4.71 | 74 |
| 6 months | 8.92 | 51 |
| 1 Year | 31.39 | 31 |
| 3 Year | 5.12 | 44 |
| 5 Year | 14.57 | 43 |
| 10 Year | 14.20 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.59 |
| Bull Market (2/09 - 3/21) | 1,011.91 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 35.72 |
| 5 Year | 15.22 |
| 10 Year | 14.54 |
| Since Inception | 11.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.06 | 6.94 | NA | NA |
| 2023 | 10.59 | 12.00 | -2.95 | 12.67 |
| 2022 | -12.45 | -19.47 | -6.23 | 3.64 |
| 2021 | 0.25 | 12.41 | 1.12 | 7.93 |
| 2020 | -11.87 | 24.49 | 10.74 | 7.80 |
| 2019 | 17.60 | 6.43 | 0.98 | 8.39 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.24 | 35.44 | -31.49 | 23.02 | 30.97 | 37.00 | 2.09 | 30.19 | 1.95 | 6.84 | 8.25 |
| % Total Return Rel to Index | 3.70 | 9.19 | -13.29 | -5.65 | 12.56 | 5.51 | 6.48 | 8.40 | -9.98 | 5.45 | -5.39 |
| % Total Return Rel to Peer | 8.29 | 9.31 | -6.62 | 8.19 | 5.18 | 11.79 | 6.50 | 10.95 | -1.54 | 6.66 | 2.59 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 2.00 | 2.00 | 1.00 | 2.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.19 | 8.36 | 1.39 | 5.36 | 5.76 | 2.01 | 3.82 | 2.38 | 1.19 | 2.71 | 2.79 |
| Expense Ratio | 1.07 | 1.09 | 1.09 | 1.08 | 1.11 | 1.15 | 1.17 | 1.19 | 1.21 | 1.21 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%