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Mfs High Yield Opportunities Fd Cl C: (MF: MHOCX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$5.64 USD
-0.01 (-0.18%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.95 | 52 |
| 3 months | 2.98 | 59 |
| 6 months | 3.95 | 52 |
| 1 Year | 8.41 | 58 |
| 3 Year | 9.18 | 40 |
| 5 Year | 4.21 | 88 |
| 10 Year | 3.43 | 85 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 66.29 |
| Bear Market (10/07 - 2/09) | -36.63 |
| Bull Market (2/09 - 3/21) | 217.50 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 7.32 |
| 5 Year | 4.21 |
| 10 Year | 3.44 |
| Since Inception | 4.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.93 | 2.98 | NA | NA |
| 2024 | 1.70 | 1.36 | 4.24 | 0.04 |
| 2023 | 3.21 | 0.96 | 0.48 | 6.57 |
| 2022 | -4.81 | -10.11 | -1.00 | 5.38 |
| 2021 | 0.23 | 1.68 | 0.21 | -0.44 |
| 2020 | -12.67 | 8.40 | 3.48 | 4.92 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.95 | 7.51 | 11.60 | -10.74 | 1.68 | 2.78 | 13.34 | -3.99 | 6.10 | 12.09 | -4.76 |
| % Total Return Rel to Index | -0.62 | -0.66 | -1.84 | 0.44 | -3.60 | -4.35 | -0.96 | -1.91 | -1.40 | -5.04 | -0.31 |
| % Total Return Rel to Peer | 0.27 | 0.08 | 0.19 | -1.74 | -2.91 | -2.04 | 1.64 | -1.45 | 0.60 | 0.40 | -0.78 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 5.00 | 4.00 | 3.00 | 5.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.12 | 0.25 | 0.20 | 0.39 | 0.26 | 0.20 | 0.24 | 0.22 | 0.22 | 0.29 | 0.32 |
| % Yield | 2.15 | 4.45 | 4.61 | 7.52 | 4.14 | 3.10 | 3.66 | 3.74 | 3.50 | 4.66 | 5.39 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%