Back to top
more

Mfs Research Fund Class R6: (MF: MFRKX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$60.93 USD

-0.22 (-0.36%)

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 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

20242023202220212020201920182017201620152014
% Total Return 15.1722.85-17.0025.1116.9833.50-4.1423.719.131.2010.48
% Total Return Rel to Index -4.37-3.391.19-3.56-1.412.010.241.91-2.80-0.18-3.16
% Total Return Rel to Peer 0.32-0.142.693.05-2.935.082.713.031.312.792.27
% Perf Quintile vs Peer* 0.003.003.003.003.002.002.002.003.002.003.00
% Dividends 0.000.460.510.370.440.480.510.590.500.410.38
% Yield 0.000.780.970.560.780.961.221.241.231.020.90
Capital Gains ($) 0.003.263.173.092.321.354.223.251.722.221.89
Expense Ratio 0.470.490.470.460.480.480.480.490.480.480.49

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