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

(NASDAQ Mutual Funds) As of Jul 24, 2026 05:43 PM ET

$34.15 USD

+0.34 (1.01%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 12.81 29
3 months 11.66 68
6 months 12.81 29
1 Year 19.11 45
3 Year 13.05 76
5 Year 8.86 59
10 Year 10.43 79

* 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) 872.35

Load Adjusted Returns as of Jun 30, 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 12.816.0913.6512.50-8.9830.553.9930.50-11.6213.4215.36
% Total Return Rel to Index -3.30-12.12-11.37-13.739.221.87-14.40-0.98-7.23-8.373.42
% Total Return Rel to Peer -1.02-6.61-5.74-10.4910.718.50-15.922.07-4.76-7.257.54
% Perf Quintile vs Peer* 3.005.004.005.002.001.005.003.005.005.001.00
% Dividends 0.000.400.290.380.390.280.210.220.170.090.23
% Yield 0.001.210.841.221.330.830.790.870.830.391.08
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%