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Mfs Growth Fund Class R4: (MF: MFEJX)
(NASDAQ Mutual Funds) As of Jan 23, 2026 05:47 PM ET
$187.43 USD
+0.98 (0.53%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.37 | 61 |
| 3 months | -0.65 | 74 |
| 6 months | 4.79 | 69 |
| 1 Year | 12.38 | 61 |
| 3 Year | 26.29 | 41 |
| 5 Year | 11.39 | 42 |
| 10 Year | 15.63 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.23 |
| Bull Market (2/09 - 3/21) | 1,337.84 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 12.37 |
| 5 Year | 11.38 |
| 10 Year | 15.63 |
| Since Inception | 12.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.90 | 17.71 | 5.48 | -0.65 |
| 2024 | 16.19 | 7.07 | 1.06 | 4.70 |
| 2023 | 10.72 | 12.14 | -2.83 | 12.81 |
| 2022 | -12.34 | -19.38 | -6.10 | 3.76 |
| 2021 | 0.37 | 12.56 | 1.25 | 8.07 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.37 | 31.66 | 36.13 | -31.15 | 23.63 | 31.62 | 37.67 | 2.59 | 30.87 | 2.45 |
| % Total Return Rel to Index | -5.84 | 6.64 | 9.88 | -12.94 | -5.04 | 13.22 | 6.18 | 6.98 | 9.07 | -9.48 |
| % Total Return Rel to Peer | 0.38 | 9.65 | 10.00 | -6.28 | 8.80 | 5.84 | 12.46 | 7.00 | 11.63 | -1.04 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 2.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 |
| % Dividends | 0.11 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 |
| % Yield | 0.05 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 |
| Capital Gains ($) | 29.48 | 25.69 | 8.36 | 1.39 | 5.36 | 5.76 | 2.00 | 3.81 | 2.38 | 1.19 |
| Expense Ratio | 0.59 | 0.57 | 0.59 | 0.59 | 0.58 | 0.61 | 0.65 | 0.67 | 0.69 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%