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Mfs Research Fund Cl R2: (MF: MSRRX)

(NASDAQ Mutual Funds) As of May 20, 2026 05:53 PM ET

$55.49 USD

+0.50 (0.91%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 3.40 61
3 months 1.91 72
6 months 3.30 60
1 Year 23.82 63
3 Year 16.57 56
5 Year 9.16 50
10 Year 12.89 45

* 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) 914.54

Load Adjusted Returns as of Apr 30, 2026

1 Year 12.77
5 Year 8.62
10 Year 12.03
Since Inception 9.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.91 NA NA NA
2025 -5.11 10.40 5.64 1.68
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.4012.5318.5022.18-17.4724.4016.3232.76-4.7323.038.46
% Total Return Rel to Index -0.57-5.68-6.52-4.060.72-4.27-2.071.27-0.341.24-3.46
% Total Return Rel to Peer -1.24-0.18-0.89-0.812.222.34-3.594.342.122.360.65
% Perf Quintile vs Peer* 3.003.003.003.003.003.003.002.003.003.003.00
% Dividends 0.000.140.130.000.200.140.140.250.220.330.27
% Yield 0.230.220.200.230.410.220.260.540.550.720.70
Capital Gains ($) 0.008.715.493.263.173.092.321.354.223.251.72
Expense Ratio 0.001.011.021.061.041.031.041.051.071.071.08

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