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Mfs Growth Fund Class I: (MF: MFEIX)

(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET

$215.23 USD

+2.10 (0.99%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2025

Total Return %* Percentile Rank Objective
YTD 0.41 37
3 months 1.00 42
6 months -0.21 36
1 Year 12.11 46
3 Year 17.53 28
5 Year 13.70 42
10 Year 14.63 17

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 131.43
Bear Market (10/07 - 2/09) -46.22
Bull Market (2/09 - 3/21) 1,231.86

Load Adjusted Returns as of May 31, 2025

1 Year 3.22
5 Year 15.70
10 Year 13.65
Since Inception 8.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.90 NA NA NA
2024 16.20 7.07 1.06 4.71
2023 10.72 12.15 -2.83 12.82
2022 -12.34 -19.38 -6.11 3.77
2021 0.38 12.56 1.25 8.07
2020 -11.77 24.65 10.88 7.92

Annual Return

20252024202320222021202020192018201720162015
% Total Return 0.4131.6736.12-31.1523.6431.6137.692.5830.852.467.37
% Total Return Rel to Index -0.646.659.88-12.94-5.0313.216.206.989.06-9.465.98
% Total Return Rel to Peer 1.429.6510.00-6.288.815.8212.487.0011.61-1.037.20
% Perf Quintile vs Peer* 0.000.003.004.002.002.001.001.002.004.001.00
% Dividends 0.000.170.000.000.000.000.000.050.000.010.00
% Yield 0.000.070.080.000.000.000.000.050.000.020.00
Capital Gains ($) 0.0025.698.361.395.365.762.003.812.381.192.71
Expense Ratio 0.000.570.590.590.580.610.650.670.690.710.71

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