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Mfs Mid Cap Value Fund Class R4: (MF: MVCJX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:23 PM ET

$30.81 USD

+0.04 (0.13%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.92 15
3 months 8.13 17
6 months 8.73 29
1 Year 13.94 51
3 Year 12.26 78
5 Year 10.63 46
10 Year 11.41 73

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.16
Bull Market (2/09 - 3/21) 875.10

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.35
5 Year 10.29
10 Year 10.00
Since Inception 9.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.59 3.29 4.40 1.24
2024 8.93 -2.57 9.95 -2.34
2023 0.54 5.51 -4.50 11.30
2022 -2.55 -12.41 -4.55 12.03
2021 13.40 5.01 -0.29 10.18

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.926.3513.9712.76-8.7430.834.2330.90-11.4113.6815.67
% Total Return Rel to Index 2.38-11.86-11.05-13.479.462.15-14.16-0.58-7.02-8.113.74
% Total Return Rel to Peer 2.30-6.35-5.42-10.2310.958.77-15.682.48-4.55-6.997.85
% Perf Quintile vs Peer* 2.005.000.005.002.001.005.003.005.005.001.00
% Dividends 0.000.470.370.450.450.360.250.280.230.150.28
% Yield 0.001.411.061.421.521.050.961.091.120.611.28
Capital Gains ($) 0.002.073.070.431.041.510.000.281.050.690.01
Expense Ratio 0.000.720.740.740.740.760.810.820.820.850.90

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