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

(NASDAQ Mutual Funds) As of May 22, 2026 05:43 PM ET

$18.17 USD

+0.09 (0.50%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 1.28 77
3 months 2.02 71
6 months -2.16 84
1 Year 8.36 92
3 Year 10.12 88
5 Year 1.95 91
10 Year 10.52 74

* 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) 776.99

Load Adjusted Returns as of Apr 30, 2026

1 Year -1.82
5 Year 1.46
10 Year 9.63
Since Inception 7.84

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.58 NA 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 1.282.6113.5420.12-29.0812.8934.3036.490.0724.953.55
% Total Return Rel to Index -2.25-15.60-11.47-6.11-10.87-15.7815.905.004.463.16-8.38
% Total Return Rel to Peer -2.92-10.10-5.84-2.87-9.38-9.1614.388.076.934.27-4.26
% 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 0.001.761.771.781.761.751.791.841.911.951.97

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