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Mfs Mid Cap Value Fund Class R1: (MF: MVCGX)

(NASDAQ Mutual Funds) As of Jun 5, 2026 06:45 PM ET

$29.00 USD

-0.28 (-0.96%)

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 6.59 35
3 months 2.76 58
6 months 9.39 28
1 Year 20.39 72
3 Year 11.80 84
5 Year 6.87 72
10 Year 9.06 88

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.78
Bull Market (2/09 - 3/21) 744.11

Load Adjusted Returns as of Apr 30, 2026

1 Year 9.28
5 Year 6.72
10 Year 8.61
Since Inception 8.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.85 NA NA NA
2025 -2.82 3.01 4.15 0.98
2024 8.65 -2.81 9.66 -2.58
2023 0.32 5.22 -4.73 11.07
2022 -2.81 -12.61 -4.78 11.71
2021 13.11 4.74 -0.53 9.93

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.595.2912.8011.70-9.6629.543.1929.60-12.3312.5414.53
% Total Return Rel to Index 5.19-12.92-12.21-14.548.530.86-15.20-1.88-7.93-9.252.59
% Total Return Rel to Peer 4.52-7.41-6.58-11.2910.037.49-16.721.18-5.46-8.136.71
% Perf Quintile vs Peer* 2.005.004.005.002.001.005.003.005.005.001.00
% Dividends 0.000.190.050.090.180.090.030.070.020.000.11
% Yield 0.620.630.160.620.680.280.150.300.150.000.55
Capital Gains ($) 0.002.073.070.431.041.510.000.281.040.680.01
Expense Ratio 0.001.721.741.741.741.761.801.821.821.851.90

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