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

(NASDAQ Mutual Funds) As of Sep 15, 2026 05:40 PM ET

$16.86 USD

-0.16 (-0.94%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.86 89
3 months -0.56 73
6 months 3.04 87
1 Year -2.26 95
3 Year 8.51 92
5 Year 0.52 94
10 Year 10.00 80

* 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) 792.20

Load Adjusted Returns as of Aug 31, 2026

1 Year 1.15
5 Year 2.82
10 Year 10.98
Since Inception 7.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.60 15.08 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 2.862.6213.5720.10-29.0712.9134.2736.430.1524.943.56
% Total Return Rel to Index -8.50-15.59-11.44-6.13-10.86-15.7615.874.944.553.15-8.37
% Total Return Rel to Peer -7.20-10.08-5.81-2.89-9.37-9.1414.368.007.014.27-4.25
% 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 1.771.761.771.781.761.751.791.841.911.951.97

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