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Mfs Mid Cap Value Fund - Class A: (MF: MVCAX)

(NASDAQ Mutual Funds) As of Apr 27, 2026 05:15 PM ET

$32.02 USD

0.00 (NA)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.03 20
3 months 1.03 20
6 months 2.21 26
1 Year 10.11 75
3 Year 10.91 75
5 Year 7.52 60
10 Year 9.44 79

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 123.74
Bear Market (10/07 - 2/09) -53.37
Bull Market (2/09 - 3/21) 834.29

Load Adjusted Returns as of Mar 31, 2026

1 Year 4.12
5 Year 6.32
10 Year 8.83
Since Inception 8.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.03 NA NA NA
2025 -2.64 3.21 4.37 1.16
2024 8.85 -2.64 9.71 -2.24
2023 0.47 5.43 -4.56 11.27
2022 -2.63 -12.48 -4.58 11.96
2021 13.30 4.94 -0.36 10.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.036.1113.6512.49-8.9730.514.0330.55-11.6313.4115.36
% Total Return Rel to Index 7.20-12.10-11.37-13.749.231.83-14.36-0.93-7.24-8.383.42
% Total Return Rel to Peer 6.08-6.59-5.74-10.5010.728.45-15.882.12-4.77-7.267.54
% Perf Quintile vs Peer* 1.005.004.005.001.001.005.003.005.005.001.00
% Dividends 0.000.390.290.380.380.280.200.220.180.090.23
% Yield 0.001.171.151.181.270.820.750.850.850.381.05
Capital Gains ($) 0.002.073.070.431.041.510.000.281.050.690.01
Expense Ratio 0.000.970.990.990.991.011.061.061.071.101.15

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