Back to top
Mfs Research Fund Cl R2: (MF: MSRRX)
(NASDAQ Mutual Funds) As of Jun 24, 2025 08:00 PM ET
$56.44 USD
+0.65 (1.17%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.10 | 57 |
| 3 months | -1.17 | 61 |
| 6 months | -3.22 | 51 |
| 1 Year | 8.59 | 58 |
| 3 Year | 11.16 | 50 |
| 5 Year | 12.42 | 61 |
| 10 Year | 10.96 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.20 |
| Bull Market (2/09 - 3/21) | 803.51 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 2.10 |
| 5 Year | 14.99 |
| 10 Year | 10.59 |
| Since Inception | 9.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.11 | NA | NA | NA |
| 2024 | 10.12 | 1.48 | 4.33 | 1.62 |
| 2023 | 4.29 | 8.22 | -3.70 | 12.41 |
| 2022 | -6.60 | -13.89 | -4.49 | 7.44 |
| 2021 | 5.16 | 8.78 | 0.08 | 8.64 |
| 2020 | -18.40 | 19.27 | 8.16 | 10.50 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.10 | 18.50 | 22.18 | -17.47 | 24.40 | 16.32 | 32.76 | -4.73 | 23.03 | 8.46 | 0.58 |
| % Total Return Rel to Index | -1.17 | -6.52 | -4.06 | 0.72 | -4.27 | -2.07 | 1.27 | -0.34 | 1.24 | -3.46 | -0.80 |
| % Total Return Rel to Peer | -0.50 | -0.89 | -0.81 | 2.22 | 2.34 | -3.59 | 4.34 | 2.12 | 2.36 | 0.65 | 2.18 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.13 | 0.00 | 0.20 | 0.14 | 0.14 | 0.25 | 0.22 | 0.33 | 0.27 | 0.16 |
| % Yield | 0.00 | 0.20 | 0.22 | 0.41 | 0.22 | 0.26 | 0.54 | 0.55 | 0.72 | 0.70 | 0.43 |
| Capital Gains ($) | 0.00 | 5.49 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 |
| Expense Ratio | 0.00 | 1.02 | 1.06 | 1.04 | 1.03 | 1.04 | 1.05 | 1.07 | 1.07 | 1.08 | 1.07 |
* 1 = Top 20%, 5 = Bottom 20%