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

(NASDAQ Mutual Funds) As of Feb 12, 2026 05:42 PM ET

$6.01 USD

+0.02 (0.33%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.40 31
3 months 0.70 66
6 months 3.65 34
1 Year 7.20 27
3 Year 4.81 52
5 Year 0.79 62
10 Year 3.53 29

* 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) 131.61

Load Adjusted Returns as of Jan 31, 2026

1 Year 7.43
5 Year 0.60
10 Year 3.49
Since Inception 4.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.51 1.61 2.24 0.87
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.407.432.897.71-13.25-0.199.7011.44-1.995.458.27
% Total Return Rel to Index 0.000.051.622.18-0.231.352.192.71-2.001.915.62
% Total Return Rel to Peer 0.000.41-0.971.31-3.72-0.863.763.46-0.851.443.14
% Perf Quintile vs Peer* 0.000.000.002.004.003.001.001.004.002.001.00
% Dividends 0.020.290.300.290.180.170.200.220.200.200.24
% Yield NA4.675.004.663.002.372.693.083.132.993.64
Capital Gains ($) 0.000.000.000.000.000.060.010.000.000.000.00
Expense Ratio 0.000.480.480.480.480.480.510.770.800.800.80

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