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Mfs Research Fund Class C: (MF: MFRCX)
(NASDAQ Mutual Funds) As of Jun 16, 2025 08:00 PM ET
$49.11 USD
+0.53 (1.09%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.31 | 59 |
| 3 months | -1.29 | 62 |
| 6 months | -3.45 | 53 |
| 1 Year | 8.07 | 61 |
| 3 Year | 10.62 | 53 |
| 5 Year | 11.86 | 67 |
| 10 Year | 10.41 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.69 |
| Bear Market (10/07 - 2/09) | -48.52 |
| Bull Market (2/09 - 3/21) | 734.51 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 0.58 |
| 5 Year | 14.41 |
| 10 Year | 10.04 |
| Since Inception | 9.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.24 | NA | NA | NA |
| 2024 | 9.99 | 1.36 | 4.20 | 1.51 |
| 2023 | 4.16 | 8.10 | -3.85 | 12.28 |
| 2022 | -6.72 | -14.00 | -4.61 | 7.31 |
| 2021 | 5.05 | 8.65 | -0.05 | 8.52 |
| 2020 | -18.49 | 19.10 | 8.00 | 10.35 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.31 | 17.92 | 21.56 | -17.89 | 23.80 | 15.71 | 32.13 | -5.21 | 22.43 | 7.90 | 0.09 |
| % Total Return Rel to Index | -1.37 | -7.09 | -4.67 | 0.31 | -4.88 | -2.69 | 0.64 | -0.82 | 0.63 | -4.02 | -1.29 |
| % Total Return Rel to Peer | -0.71 | -1.46 | -1.43 | 1.80 | 1.74 | -4.20 | 3.70 | 1.64 | 1.75 | 0.09 | 1.69 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.15 | 0.12 | 0.02 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 | 0.34 | 0.33 | 0.06 |
| Capital Gains ($) | 0.00 | 5.49 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 |
| Expense Ratio | 0.00 | 1.52 | 1.56 | 1.54 | 1.53 | 1.54 | 1.55 | 1.56 | 1.57 | 1.58 | 1.57 |
* 1 = Top 20%, 5 = Bottom 20%