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Mfs Research Fund Class R6: (MF: MFRKX)
(NASDAQ Mutual Funds) As of Sep 23, 2024 08:00 PM ET
$61.92 USD
+0.07 (0.11%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.17 | 50 |
| 3 months | 5.40 | 62 |
| 6 months | 7.65 | 61 |
| 1 Year | 23.33 | 47 |
| 3 Year | 6.64 | 41 |
| 5 Year | 13.29 | 44 |
| 10 Year | 11.92 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 21.64 |
| 5 Year | 12.92 |
| 10 Year | 11.86 |
| Since Inception | 13.58 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.29 | 1.62 | NA | NA |
| 2023 | 4.44 | 8.38 | -3.60 | 12.58 |
| 2022 | -6.47 | -13.77 | -4.36 | 7.62 |
| 2021 | 5.31 | 8.94 | 0.22 | 8.80 |
| 2020 | -18.28 | 19.45 | 8.30 | 10.65 |
| 2019 | 14.75 | 5.97 | 1.92 | 7.70 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.17 | 22.85 | -17.00 | 25.11 | 16.98 | 33.50 | -4.14 | 23.71 | 9.13 | 1.20 | 10.48 |
| % Total Return Rel to Index | -4.37 | -3.39 | 1.19 | -3.56 | -1.41 | 2.01 | 0.24 | 1.91 | -2.80 | -0.18 | -3.16 |
| % Total Return Rel to Peer | 0.32 | -0.14 | 2.69 | 3.05 | -2.93 | 5.08 | 2.71 | 3.03 | 1.31 | 2.79 | 2.27 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.46 | 0.51 | 0.37 | 0.44 | 0.48 | 0.51 | 0.59 | 0.50 | 0.41 | 0.38 |
| % Yield | 0.00 | 0.78 | 0.97 | 0.56 | 0.78 | 0.96 | 1.22 | 1.24 | 1.23 | 1.02 | 0.90 |
| Capital Gains ($) | 0.00 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 | 1.89 |
| Expense Ratio | 0.47 | 0.49 | 0.47 | 0.46 | 0.48 | 0.48 | 0.48 | 0.49 | 0.48 | 0.48 | 0.49 |
* 1 = Top 20%, 5 = Bottom 20%