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Mfs Income Fund - Class I: (MF: MFIIX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$5.87 USD

-0.03 (-0.51%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 4.16 28
3 months 1.61 37
6 months 4.16 28
1 Year 6.75 36
3 Year 4.17 51
5 Year 1.08 59
10 Year 2.92 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 34.60
Bear Market (10/07 - 2/09) -14.92
Bull Market (2/09 - 3/21) 123.66

Load Adjusted Returns as of Jun 30, 2025

1 Year 6.75
5 Year 1.07
10 Year 2.92
Since Inception 4.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.51 1.61 NA NA
2024 -0.07 0.46 5.12 -2.50
2023 3.42 -0.24 -2.45 7.01
2022 -5.50 -6.25 -4.18 2.20
2021 -2.82 2.54 0.18 -0.01
2020 -4.14 8.42 2.48 2.99

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.162.897.71-13.25-0.199.7011.44-1.995.458.27-1.83
% Total Return Rel to Index 0.141.622.18-0.231.352.192.71-2.001.915.62-2.41
% Total Return Rel to Peer 0.37-0.971.31-3.72-0.863.763.46-0.851.443.140.14
% Perf Quintile vs Peer* 0.000.002.004.003.001.001.004.002.001.004.00
% Dividends 0.150.300.290.180.170.200.220.200.200.240.26
% Yield 2.395.004.893.002.372.693.083.132.993.644.02
Capital Gains ($) 0.000.000.000.000.060.010.000.000.000.000.00
Expense Ratio 0.480.480.480.480.480.510.770.800.800.800.80

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