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Mfs Series Trust Iv-mfs Mid-cap Growth Fund Class C: (MF: OTCCX)

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

$17.34 USD

+0.08 (0.46%)

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 1.22 78
3 months 2.00 71
6 months -2.19 84
1 Year 8.32 92
3 Year 10.11 88
5 Year 1.95 91
10 Year 10.52 74

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 93.81
Bear Market (10/07 - 2/09) -57.98
Bull Market (2/09 - 3/21) 778.01

Load Adjusted Returns as of Apr 30, 2026

1 Year 1.28
5 Year 1.46
10 Year 9.63
Since Inception 7.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.60 NA NA NA
2025 -6.31 15.23 0.40 -5.31
2024 10.48 -2.96 4.63 1.25
2023 7.22 4.95 -5.35 12.77
2022 -15.78 -17.53 -4.38 6.82
2021 -2.64 7.67 1.99 5.60

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.222.6213.5720.10-29.0712.9134.2736.430.1524.943.56
% Total Return Rel to Index -2.26-15.59-11.44-6.13-10.86-15.7615.874.944.553.15-8.37
% Total Return Rel to Peer -2.93-10.08-5.81-2.89-9.37-9.1414.368.007.014.27-4.25
% 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%