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Mfs Research Fund Class 4: (MF: MFRJX)

(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET

$62.15 USD

+1.05 (1.72%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 15.12 50
3 months 5.37 63
6 months 7.61 62
1 Year 23.26 47
3 Year 6.58 42
5 Year 13.21 44
10 Year 11.83 33

* 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) 811.84

Load Adjusted Returns as of Aug 31, 2024

1 Year 21.55
5 Year 12.85
10 Year 11.77
Since Inception 10.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.28 1.59 NA NA
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
2019 14.75 5.96 1.92 7.67

Annual Return

20242023202220212020201920182017201620152014
% Total Return 15.1222.76-17.0525.0216.9033.44-4.2623.649.011.1010.41
% Total Return Rel to Index -4.42-3.481.15-3.65-1.491.950.131.84-2.92-0.28-3.23
% Total Return Rel to Peer 0.27-0.232.642.96-3.015.022.602.961.192.702.20
% Perf Quintile vs Peer* 0.003.003.003.003.002.002.002.003.002.003.00
% Dividends 0.000.420.470.330.400.450.470.490.460.370.35
% Yield 0.000.720.910.500.720.921.141.031.150.950.85
Capital Gains ($) 0.003.263.173.092.321.354.223.251.722.221.89
Expense Ratio 0.530.560.530.530.540.550.570.570.580.570.55

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