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Mfs Research Fund Class R3: (MF: MFRHX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:41 PM ET

$59.69 USD

-0.35 (-0.58%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 8.68 55
3 months 2.38 25
6 months 14.23 48
1 Year 10.59 51
3 Year 17.90 53
5 Year 9.92 47
10 Year 12.99 43

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -48.01
Bull Market (2/09 - 3/21) 1,011.35

Load Adjusted Returns as of Sep 30, 2026

1 Year 10.59
5 Year 9.92
10 Year 12.99
Since Inception 10.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.85 11.57 2.38 NA
2025 -5.06 10.48 5.71 1.75
2024 10.21 1.54 4.40 1.67
2023 4.36 8.29 -3.66 12.47
2022 -6.55 -13.85 -4.42 7.51
2021 5.25 8.85 0.13 8.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.6812.8218.8122.46-17.2724.7316.5833.11-4.4923.328.74
% Total Return Rel to Index -4.05-5.39-6.21-3.780.93-3.94-1.811.62-0.101.52-3.19
% Total Return Rel to Peer -0.620.10-0.58-0.532.422.67-3.334.682.362.640.92
% Perf Quintile vs Peer* 4.003.003.003.003.003.003.002.002.003.003.00
% Dividends 0.000.290.280.300.340.180.270.350.350.430.37
% Yield 0.410.440.430.460.660.280.490.720.840.930.92
Capital Gains ($) 0.008.715.493.263.173.092.321.354.223.251.72
Expense Ratio 0.740.760.770.810.790.780.790.800.820.820.83

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