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Mfs Series Trust V - Mfs Research Fund Class I: (MF: MRFIX)

(NASDAQ Mutual Funds) As of Nov 6, 2026 05:48 PM ET

$61.59 USD

+0.27 (0.44%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 8.91 53
3 months 2.45 24
6 months 14.40 47
1 Year 10.88 49
3 Year 18.19 51
5 Year 10.20 44
10 Year 13.27 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 117.62
Bear Market (10/07 - 2/09) -47.83
Bull Market (2/09 - 3/21) 1,061.91

Load Adjusted Returns as of Sep 30, 2026

1 Year 10.88
5 Year 10.19
10 Year 13.27
Since Inception 8.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.80 11.67 2.45 NA
2025 -5.01 10.55 5.77 1.80
2024 10.26 1.60 4.47 1.74
2023 4.40 8.36 -3.60 12.56
2022 -6.48 -13.78 -4.38 7.60
2021 5.32 8.91 0.19 8.77

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.9113.0819.0922.77-17.0525.0216.8833.45-4.2523.639.01
% Total Return Rel to Index -3.83-5.13-5.92-3.471.15-3.65-1.511.960.141.83-2.92
% Total Return Rel to Peer -0.400.37-0.29-0.222.642.96-3.025.022.612.951.19
% Perf Quintile vs Peer* 4.003.003.003.002.003.003.002.002.002.003.00
% Dividends 0.000.470.450.430.470.330.400.450.480.550.47
% Yield 0.620.660.650.700.870.480.700.881.121.131.12
Capital Gains ($) 0.008.715.493.263.173.092.321.354.223.251.72
Expense Ratio 0.490.510.520.560.540.530.550.550.570.570.58

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