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Mfs Growth Fund Class I: (MF: MFEIX)
(NASDAQ Mutual Funds) As of Jul 29, 2021 08:00 PM ET
$190.11 USD
-0.32 (-0.17%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2021
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.99 | 34 |
| 3 months | 12.56 | 9 |
| 6 months | 13.00 | 34 |
| 1 Year | 35.23 | 79 |
| 3 Year | 23.30 | 30 |
| 5 Year | 22.99 | 28 |
| 10 Year | 17.54 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 131.43 |
| Bear Market (10/07 - 2/09) | -46.22 |
| Bull Market (2/09 - 9/19) | 847.41 |
Load Adjusted Returns as of Jun 30, 2021
| 1 Year | 35.23 |
| 5 Year | 22.98 |
| 10 Year | 17.53 |
| Since Inception | 9.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2021 | 0.38 | 12.56 | NA | NA |
| 2020 | -11.77 | 24.65 | 10.88 | 7.92 |
| 2019 | 17.74 | 6.56 | 1.11 | 8.53 |
| 2018 | 5.17 | 6.56 | 8.07 | -15.30 |
| 2017 | 9.67 | 6.68 | 5.03 | 6.47 |
| 2016 | -1.49 | 1.62 | 4.19 | -1.76 |
Annual Return
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.99 | 31.61 | 37.69 | 2.58 | 30.85 | 2.46 | 7.37 | 8.79 | 36.61 | 17.34 | -0.32 |
| % Total Return Rel to Index | -2.24 | 13.21 | 6.20 | 6.98 | 9.06 | -9.46 | 5.98 | -4.85 | 4.23 | 1.35 | -2.42 |
| % Total Return Rel to Peer | 2.92 | 5.82 | 12.48 | 7.00 | 11.61 | -1.03 | 7.20 | 3.13 | 10.72 | 6.58 | 3.46 |
| % Perf Quintile vs Peer* | 3.00 | 2.00 | 1.00 | 1.00 | 2.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.01 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.02 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 |
| Capital Gains ($) | 0.71 | 5.76 | 2.00 | 3.81 | 2.38 | 1.19 | 2.71 | 2.78 | 1.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.61 | 0.65 | 0.67 | 0.69 | 0.71 | 0.71 | 0.74 | 0.80 | 0.86 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%