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Mfs Research Fund Class R1: (MF: MFRLX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:43 PM ET

$45.77 USD

+0.37 (0.81%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.25 72
3 months 6.25 56
6 months 5.96 72
1 Year 19.37 67
3 Year 17.07 65
5 Year 9.14 55
10 Year 12.41 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -48.51
Bull Market (2/09 - 3/21) 857.96

Load Adjusted Returns as of May 31, 2026

1 Year 12.21
5 Year 8.08
10 Year 11.47
Since Inception 9.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.03 NA NA NA
2025 -5.23 10.26 5.52 1.56
2024 10.00 1.35 4.20 1.49
2023 4.19 8.07 -3.83 12.27
2022 -6.72 -14.01 -4.60 7.30
2021 5.03 8.65 -0.04 8.50

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.2511.9817.9121.57-17.8923.7715.7432.12-5.2222.407.93
% Total Return Rel to Index -2.47-6.23-7.10-4.660.30-4.90-2.660.63-0.830.61-4.00
% Total Return Rel to Peer -1.84-0.72-1.47-1.421.801.71-4.173.701.631.730.11
% Perf Quintile vs Peer* 4.003.003.003.003.003.003.002.003.003.003.00
% Dividends 0.000.000.000.000.050.000.000.020.070.160.12
% Yield 0.000.000.000.000.120.000.000.050.190.380.33
Capital Gains ($) 0.008.715.493.263.173.092.321.354.223.251.72
Expense Ratio 1.501.511.521.561.541.531.541.551.571.571.58

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