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Mfs Growth Fund Class R4: (MF: MFEJX)
(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET
$205.28 USD
+0.25 (0.12%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.65 | 22 |
| 3 months | 4.84 | 69 |
| 6 months | 9.20 | 42 |
| 1 Year | 32.05 | 26 |
| 3 Year | 5.64 | 32 |
| 5 Year | 15.14 | 36 |
| 10 Year | 14.77 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.22 |
| Bull Market (2/09 - 3/21) | 1,101.64 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 36.39 |
| 5 Year | 15.80 |
| 10 Year | 15.11 |
| Since Inception | 13.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.19 | 7.07 | NA | NA |
| 2023 | 10.72 | 12.14 | -2.83 | 12.81 |
| 2022 | -12.34 | -19.38 | -6.10 | 3.76 |
| 2021 | 0.37 | 12.56 | 1.25 | 8.07 |
| 2020 | -11.77 | 24.66 | 10.87 | 7.93 |
| 2019 | 17.73 | 6.55 | 1.12 | 8.52 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.65 | 36.13 | -31.15 | 23.63 | 31.62 | 37.67 | 2.59 | 30.87 | 2.45 | 7.39 | 8.78 |
| % Total Return Rel to Index | 4.10 | 9.88 | -12.94 | -5.04 | 13.22 | 6.18 | 6.98 | 9.07 | -9.48 | 6.00 | -4.86 |
| % Total Return Rel to Peer | 8.70 | 10.00 | -6.28 | 8.80 | 5.84 | 12.46 | 7.00 | 11.63 | -1.04 | 7.21 | 3.12 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 2.00 | 1.00 | 1.00 | 2.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.05 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.19 | 8.36 | 1.39 | 5.36 | 5.76 | 2.00 | 3.81 | 2.38 | 1.19 | 2.71 | 2.78 |
| Expense Ratio | 0.57 | 0.59 | 0.59 | 0.58 | 0.61 | 0.65 | 0.67 | 0.69 | 0.71 | 0.71 | 0.73 |
* 1 = Top 20%, 5 = Bottom 20%