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Mfs Mid Cap Value Fund Class R3: (MF: MVCHX)

(NASDAQ Mutual Funds) As of Oct 5, 2026 04:23 PM ET

$33.10 USD

+0.18 (0.55%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 15.80 21
3 months 7.25 9
6 months 7.32 66
1 Year 16.59 43
3 Year 14.12 70
5 Year 8.84 50
10 Year 10.24 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.33
Bull Market (2/09 - 3/21) 942.88

Load Adjusted Returns as of Aug 31, 2026

1 Year 19.11
5 Year 8.86
10 Year 10.43
Since Inception 9.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.03 11.66 NA NA
2025 -2.65 3.23 4.37 1.15
2024 8.86 -2.63 9.85 -2.39
2023 0.47 5.42 -4.55 11.27
2022 -2.64 -12.47 -4.60 11.97
2021 13.32 4.96 -0.36 10.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.796.0913.6512.50-8.9830.553.9930.50-11.6213.4215.36
% Total Return Rel to Index 4.58-12.12-11.37-13.739.221.87-14.40-0.98-7.23-8.373.42
% Total Return Rel to Peer 5.88-6.61-5.74-10.4910.718.50-15.922.07-4.76-7.257.54
% Perf Quintile vs Peer* 1.005.004.005.002.001.005.003.005.005.001.00
% Dividends 0.000.400.290.380.390.280.210.220.170.090.23
% Yield 0.001.211.191.221.330.830.790.870.830.391.08
Capital Gains ($) 0.002.073.070.431.041.510.000.281.050.690.01
Expense Ratio 0.970.970.990.990.991.011.061.071.071.101.15

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