Back to top
more

Mfs Series Trust Iv-mfs Mid-cap Growth Fund Class B: (MF: OTCBX)

(NASDAQ Mutual Funds) As of Aug 26, 2026 05:37 PM ET

$18.71 USD

+0.08 (0.43%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.62 85
3 months 0.33 85
6 months 2.36 83
1 Year -3.11 95
3 Year 7.58 91
5 Year 0.90 93
10 Year 9.84 80

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 93.56
Bear Market (10/07 - 2/09) -57.90
Bull Market (2/09 - 3/21) 796.31

Load Adjusted Returns as of Jul 31, 2026

1 Year -1.96
5 Year 2.81
10 Year 10.97
Since Inception 8.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.58 15.05 NA NA
2025 -6.27 15.21 0.38 -5.34
2024 10.46 -2.95 4.61 1.25
2023 7.20 4.94 -5.33 12.77
2022 -15.78 -17.53 -4.41 6.83
2021 -2.64 7.69 1.97 5.58

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.612.6113.5420.12-29.0812.8934.3036.490.0724.953.55
% Total Return Rel to Index -2.72-15.60-11.47-6.11-10.87-15.7815.905.004.463.16-8.38
% Total Return Rel to Peer -2.48-10.10-5.84-2.87-9.38-9.1614.388.076.934.27-4.26
% Perf Quintile vs Peer* 4.005.004.003.004.005.002.001.001.002.004.00
% 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 1.771.761.771.781.761.751.791.841.911.951.97

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