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Mfs Series Trust Iv-mfs Mid-cap Growth Fund-class A: (MF: OTCAX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:41 PM ET

$24.82 USD

+0.07 (0.28%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 1.70 89
3 months -5.72 84
6 months 8.67 74
1 Year -3.56 94
3 Year 10.77 87
5 Year 1.94 92
10 Year 10.68 67

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 101.13
Bear Market (10/07 - 2/09) -57.53
Bull Market (2/09 - 3/21) 916.64

Load Adjusted Returns as of Sep 30, 2026

1 Year -8.80
5 Year 0.80
10 Year 10.06
Since Inception 8.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.41 15.27 -5.72 NA
2025 -6.11 15.41 0.61 -5.17
2024 10.69 -2.80 4.83 1.43
2023 7.42 5.09 -5.13 12.97
2022 -15.62 -17.40 -4.22 7.07
2021 -2.48 7.89 2.19 5.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.703.3914.4120.99-28.5213.7435.3237.410.8725.944.30
% Total Return Rel to Index -11.04-14.83-10.61-5.25-10.32-14.9416.925.925.274.15-7.63
% Total Return Rel to Peer -7.61-9.32-4.98-2.00-8.82-8.3115.418.997.735.27-3.51
% Perf Quintile vs Peer* 5.005.004.003.004.005.002.001.001.002.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.004.232.210.000.001.120.230.180.731.400.78
Expense Ratio 1.021.011.021.031.011.001.041.091.161.201.22

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