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Mfs Research Fund Class R6: (MF: MFRKX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:39 PM ET

$55.96 USD

-0.27 (-0.48%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.50 47
3 months 1.51 53
6 months 6.62 57
1 Year 10.83 50
3 Year 16.72 45
5 Year 12.25 37
10 Year 13.98 38

* 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 Jan 31, 2026

1 Year 13.17
5 Year 11.46
10 Year 13.27
Since Inception 13.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.98 10.55 5.79 1.83
2024 10.29 1.62 4.48 1.76
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.5013.1719.1722.85-17.0025.1116.9833.50-4.1423.719.13
% Total Return Rel to Index 0.00-5.05-5.84-3.391.19-3.56-1.412.010.241.91-2.80
% Total Return Rel to Peer 0.000.45-0.21-0.142.693.05-2.935.082.713.031.31
% Perf Quintile vs Peer* 0.000.000.003.002.003.003.002.002.002.003.00
% Dividends 0.000.510.490.460.510.370.440.480.510.590.50
% Yield NA0.750.740.780.970.560.780.961.221.241.23
Capital Gains ($) 0.008.715.493.263.173.092.321.354.223.251.72
Expense Ratio 0.000.450.460.490.470.460.480.480.480.490.48

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