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Mfs Growth Fund Class R4: (MF: MFEJX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$185.55 USD
+2.81 (1.54%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.90 | 50 |
| 3 months | -8.90 | 50 |
| 6 months | -4.61 | 57 |
| 1 Year | 3.23 | 56 |
| 3 Year | 8.65 | 17 |
| 5 Year | 15.70 | 46 |
| 10 Year | 13.65 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.22 |
| Bull Market (2/09 - 3/21) | 1,232.05 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.23 |
| 5 Year | 15.70 |
| 10 Year | 13.65 |
| Since Inception | 12.31 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.90 | NA | NA | NA |
| 2024 | 16.19 | 7.07 | 1.06 | 4.70 |
| 2023 | 10.72 | 12.14 | -2.83 | 12.81 |
| 2022 | -12.34 | -19.38 | -6.10 | 3.76 |
| 2021 | 0.37 | 12.56 | 1.25 | 8.07 |
| 2020 | -11.77 | 24.66 | 10.87 | 7.93 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.90 | 31.66 | 36.13 | -31.15 | 23.63 | 31.62 | 37.67 | 2.59 | 30.87 | 2.45 | 7.39 |
| % Total Return Rel to Index | -4.63 | 6.64 | 9.88 | -12.94 | -5.04 | 13.22 | 6.18 | 6.98 | 9.07 | -9.48 | 6.00 |
| % Total Return Rel to Peer | -1.52 | 9.65 | 10.00 | -6.28 | 8.80 | 5.84 | 12.46 | 7.00 | 11.63 | -1.04 | 7.21 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 2.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.05 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 25.69 | 8.36 | 1.39 | 5.36 | 5.76 | 2.00 | 3.81 | 2.38 | 1.19 | 2.71 |
| Expense Ratio | 0.00 | 0.57 | 0.59 | 0.59 | 0.58 | 0.61 | 0.65 | 0.67 | 0.69 | 0.71 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%