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Mfs Mid Cap Value Fund Class R4: (MF: MVCJX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 04:29 PM ET
$31.62 USD
+0.18 (0.57%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.35 | 81 |
| 3 months | 1.24 | 58 |
| 6 months | 5.70 | 67 |
| 1 Year | 6.36 | 81 |
| 3 Year | 10.98 | 83 |
| 5 Year | 10.29 | 54 |
| 10 Year | 10.00 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.17 |
| Bull Market (2/09 - 3/21) | 839.12 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 6.35 |
| 5 Year | 10.29 |
| 10 Year | 10.00 |
| Since Inception | 9.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.59 | 3.29 | 4.40 | 1.24 |
| 2024 | 8.93 | -2.57 | 9.95 | -2.34 |
| 2023 | 0.54 | 5.51 | -4.50 | 11.30 |
| 2022 | -2.55 | -12.41 | -4.55 | 12.03 |
| 2021 | 13.40 | 5.01 | -0.29 | 10.18 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.35 | 13.97 | 12.76 | -8.74 | 30.83 | 4.23 | 30.90 | -11.41 | 13.68 | 15.67 |
| % Total Return Rel to Index | -11.86 | -11.05 | -13.47 | 9.46 | 2.15 | -14.16 | -0.58 | -7.02 | -8.11 | 3.74 |
| % Total Return Rel to Peer | -6.35 | -5.42 | -10.23 | 10.95 | 8.77 | -15.68 | 2.48 | -4.55 | -6.99 | 7.85 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 1.00 | 5.00 | 3.00 | 5.00 | 5.00 | 1.00 |
| % Dividends | 0.47 | 0.37 | 0.45 | 0.45 | 0.36 | 0.25 | 0.28 | 0.23 | 0.15 | 0.28 |
| % Yield | 1.41 | 1.06 | 1.09 | 1.52 | 1.05 | 0.96 | 1.09 | 1.12 | 0.61 | 1.28 |
| Capital Gains ($) | 2.07 | 3.07 | 0.43 | 1.04 | 1.51 | 0.00 | 0.28 | 1.05 | 0.69 | 0.01 |
| Expense Ratio | 0.72 | 0.74 | 0.74 | 0.74 | 0.76 | 0.81 | 0.82 | 0.82 | 0.85 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%