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Mfs Research Fund Class 4: (MF: MFRJX)
(NASDAQ Mutual Funds) As of Jul 1, 2025 08:00 PM ET
$60.68 USD
+0.07 (0.12%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.08 | 54 |
| 3 months | -1.04 | 58 |
| 6 months | -2.99 | 48 |
| 1 Year | 9.12 | 55 |
| 3 Year | 11.72 | 47 |
| 5 Year | 12.98 | 54 |
| 10 Year | 11.51 | 36 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.84 |
| Bull Market (2/09 - 3/21) | 877.90 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 2.60 |
| 5 Year | 15.56 |
| 10 Year | 11.14 |
| Since Inception | 10.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.00 | NA | NA | NA |
| 2024 | 10.28 | 1.59 | 4.47 | 1.75 |
| 2023 | 4.40 | 8.38 | -3.61 | 12.55 |
| 2022 | -6.49 | -13.79 | -4.37 | 7.61 |
| 2021 | 5.30 | 8.92 | 0.20 | 8.78 |
| 2020 | -18.28 | 19.40 | 8.29 | 10.64 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.08 | 19.10 | 22.76 | -17.05 | 25.02 | 16.90 | 33.44 | -4.26 | 23.64 | 9.01 | 1.10 |
| % Total Return Rel to Index | -0.97 | -5.91 | -3.48 | 1.15 | -3.65 | -1.49 | 1.95 | 0.13 | 1.84 | -2.92 | -0.28 |
| % Total Return Rel to Peer | -0.31 | -0.28 | -0.23 | 2.64 | 2.96 | -3.01 | 5.02 | 2.60 | 2.96 | 1.19 | 2.70 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.46 | 0.42 | 0.47 | 0.33 | 0.40 | 0.45 | 0.47 | 0.49 | 0.46 | 0.37 |
| % Yield | 0.00 | 0.69 | 0.75 | 0.91 | 0.50 | 0.72 | 0.92 | 1.14 | 1.03 | 1.15 | 0.95 |
| Capital Gains ($) | 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 | 0.52 | 0.56 | 0.53 | 0.53 | 0.54 | 0.55 | 0.57 | 0.57 | 0.58 | 0.57 |
* 1 = Top 20%, 5 = Bottom 20%