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Mfs Series Trust V Research R5: (MF: MFRKX)

(NASDAQ Mutual Funds) As of Jan 16, 2020 08:00 PM ET

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$47.48 USD

0.00 (NA)

Zacks MF Rank 1-Strong Buy 1        

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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View All Zacks Mutual Fund Rank #1's

Latest Performance as of Dec 31, 2019

Total Return %* Percentile Rank Objective
YTD 33.50 22
3 months 7.70 59
6 months 9.77 32
1 Year 33.51 22
3 Year 16.55 28
5 Year 11.82 22
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 9/19) NA

Load Adjusted Returns as of Dec 31, 2019

1 Year 33.51
5 Year 11.82
10 Year NA
Since Inception 14.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 14.75 5.97 1.92 7.70
2018 0.52 3.24 7.26 -13.89
2017 7.38 4.19 4.36 5.95
2016 0.41 3.48 4.06 0.91
2015 1.99 0.56 -7.04 6.14

Annual Return

2019201820172016201520142013
% Total Return 33.50-4.1423.719.131.2010.4832.55
% Total Return Rel to Index 2.010.241.91-2.80-0.18-3.160.17
% Total Return Rel to Peer 5.082.713.031.312.792.271.85
% Perf Quintile vs Peer* 2.002.002.003.002.003.003.00
% Dividends 0.480.510.590.500.410.380.46
% Yield 0.961.221.241.231.020.901.16
Capital Gains ($) 1.354.223.251.722.221.890.68
Expense Ratio 0.480.480.490.480.480.490.54

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