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Mfs Mid Cap Growth Fund Class R3: (MF: OTCHX)
(NASDAQ Mutual Funds) As of Dec 19, 2025 05:41 PM ET
$25.24 USD
+0.32 (1.28%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.20 | 86 |
| 3 months | -3.09 | 94 |
| 6 months | 2.48 | 93 |
| 1 Year | -1.04 | 86 |
| 3 Year | 11.32 | 70 |
| 5 Year | 4.71 | 90 |
| 10 Year | 11.01 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -57.56 |
| Bull Market (2/09 - 3/21) | 899.86 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 10.59 |
| 5 Year | 7.13 |
| 10 Year | 12.20 |
| Since Inception | 9.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.08 | 15.41 | 0.62 | NA |
| 2024 | 10.69 | -2.78 | 4.82 | 1.41 |
| 2023 | 7.42 | 5.08 | -5.12 | 12.97 |
| 2022 | -15.59 | -17.43 | -4.20 | 7.07 |
| 2021 | -2.49 | 7.90 | 2.17 | 5.79 |
| 2020 | -16.09 | 26.02 | 11.27 | 15.04 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.20 | 14.39 | 21.00 | -28.52 | 13.72 | 35.37 | 37.39 | 0.88 | 25.94 | 4.32 | 4.25 |
| % Total Return Rel to Index | -12.30 | -10.62 | -5.24 | -10.32 | -14.96 | 16.97 | 5.90 | 5.27 | 4.15 | -7.61 | 2.86 |
| % Total Return Rel to Peer | -7.42 | -5.00 | -1.99 | -8.82 | -8.33 | 15.45 | 8.97 | 7.74 | 5.26 | -3.49 | 5.84 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.21 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 |
| Expense Ratio | 1.01 | 1.02 | 1.03 | 1.01 | 1.00 | 1.04 | 1.09 | 1.16 | 1.21 | 1.23 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%