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Mfs Growth Fund Class R2: (MF: MEGRX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$178.49 USD

+0.22 (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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

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

20242023202220212020201920182017201620152014
% Total Return 23.2435.44-31.4923.0230.9737.002.0930.191.956.848.25
% Total Return Rel to Index 3.709.19-13.29-5.6512.565.516.488.40-9.985.45-5.39
% Total Return Rel to Peer 8.299.31-6.628.195.1811.796.5010.95-1.546.662.59
% Perf Quintile vs Peer* 0.003.004.002.002.002.001.002.004.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.198.361.395.365.762.013.822.381.192.712.79
Expense Ratio 1.071.091.091.081.111.151.171.191.211.211.24

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