Back to top
more

Mfs Research Fund Class 4: (MF: MFRJX)

(NASDAQ Mutual Funds) As of Oct 16, 2026 05:41 PM ET

$61.08 USD

-0.69 (-1.12%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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 8.90 53
3 months 2.44 24
6 months 14.38 47
1 Year 10.88 49
3 Year 18.19 52
5 Year 10.20 44
10 Year 13.28 41

* 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) 1,061.46

Load Adjusted Returns as of Sep 30, 2026

1 Year 10.88
5 Year 10.19
10 Year 13.28
Since Inception 10.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.79 11.65 2.44 NA
2025 -5.00 10.54 5.77 1.81
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.8913.0919.1022.76-17.0525.0216.9033.44-4.2623.649.01
% Total Return Rel to Index -3.84-5.12-5.91-3.481.15-3.65-1.491.950.131.84-2.92
% Total Return Rel to Peer -0.410.37-0.28-0.232.642.96-3.015.022.602.961.19
% Perf Quintile vs Peer* 4.003.003.003.002.003.003.002.002.002.003.00
% Dividends 0.000.470.460.420.470.330.400.450.470.490.46
% Yield 0.650.700.690.730.910.500.720.921.141.031.15
Capital Gains ($) 0.008.715.493.263.173.092.321.354.223.251.72
Expense Ratio 0.490.510.520.560.530.530.540.550.570.570.58

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