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Mfs Income Fund - Class C: (MF: MIOCX)

(NASDAQ Mutual Funds) As of Apr 14, 2026 05:42 PM ET

$5.90 USD

+0.02 (0.34%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.39 74
3 months -0.39 74
6 months 0.22 87
1 Year 3.62 85
3 Year 3.78 76
5 Year 0.14 82
10 Year 2.13 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 36.76
Bear Market (10/07 - 2/09) -13.95
Bull Market (2/09 - 3/21) 97.58

Load Adjusted Returns as of Mar 31, 2026

1 Year 2.58
5 Year 0.14
10 Year 2.13
Since Inception 4.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.39 NA NA NA
2025 2.26 1.36 2.00 0.62
2024 -0.33 0.03 5.07 -2.77
2023 3.00 -0.33 -2.72 6.79
2022 -5.78 -6.39 -4.62 2.13
2021 -2.96 2.30 -0.19 -0.26

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.396.391.856.65-14.09-1.188.4910.25-3.004.677.07
% Total Return Rel to Index -0.09-0.980.591.13-1.070.350.981.52-3.021.134.41
% Total Return Rel to Peer 0.10-0.62-2.010.26-4.56-1.852.552.26-1.860.671.93
% Perf Quintile vs Peer* 3.004.004.003.005.004.002.001.005.002.002.00
% Dividends 0.050.230.240.230.120.090.120.150.140.140.18
% Yield 0.613.813.843.802.031.321.662.212.212.172.75
Capital Gains ($) 0.000.000.000.000.000.060.010.000.000.000.00
Expense Ratio 0.001.481.481.481.481.481.511.781.801.801.80

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