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Mfs Research Fund Class C: (MF: MFRCX)

(NASDAQ Mutual Funds) As of Aug 19, 2026 05:42 PM ET

$49.37 USD

-0.08 (-0.16%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.31 64
3 months 2.97 60
6 months 4.82 67
1 Year 11.18 64
3 Year 13.72 64
5 Year 8.15 61
10 Year 11.99 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 104.69
Bear Market (10/07 - 2/09) -48.52
Bull Market (2/09 - 3/21) 858.74

Load Adjusted Returns as of Jul 31, 2026

1 Year 12.21
5 Year 8.62
10 Year 12.32
Since Inception 9.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.03 11.38 NA NA
2025 -5.24 10.27 5.51 1.55
2024 9.99 1.36 4.20 1.51
2023 4.16 8.10 -3.85 12.28
2022 -6.72 -14.00 -4.61 7.31
2021 5.05 8.65 -0.05 8.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.3011.9617.9221.56-17.8923.8015.7132.13-5.2122.437.90
% Total Return Rel to Index -4.42-6.25-7.09-4.670.31-4.88-2.690.64-0.820.63-4.02
% Total Return Rel to Peer -4.18-0.74-1.46-1.431.801.74-4.203.701.641.750.09
% Perf Quintile vs Peer* 4.003.003.003.003.003.003.002.003.003.003.00
% Dividends 0.000.000.000.000.000.000.000.050.000.150.12
% Yield 0.000.000.000.000.000.000.000.120.000.340.33
Capital Gains ($) 0.008.715.493.263.173.092.321.354.223.251.72
Expense Ratio 1.491.511.521.561.541.531.541.551.561.571.58

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