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Mfs Mid Cap Growth Fund Class R6: (MF: OTCKX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$32.20 USD
+0.18 (0.56%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.69 | 27 |
| 3 months | -9.12 | 48 |
| 6 months | -0.32 | 15 |
| 1 Year | 6.30 | 59 |
| 3 Year | 8.32 | 56 |
| 5 Year | 9.59 | 85 |
| 10 Year | 10.64 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -2.61 |
| 5 Year | 11.66 |
| 10 Year | 10.29 |
| Since Inception | 12.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.01 | NA | NA | NA |
| 2024 | 10.78 | -2.68 | 4.92 | 1.49 |
| 2023 | 7.52 | 5.22 | -5.03 | 13.08 |
| 2022 | -15.56 | -17.33 | -4.10 | 7.12 |
| 2021 | -2.40 | 7.99 | 2.27 | 5.90 |
| 2020 | -16.04 | 26.13 | 11.38 | 15.13 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.69 | 14.79 | 21.49 | -28.29 | 14.16 | 35.79 | 37.92 | 1.24 | 26.34 | 4.72 | 4.61 |
| % Total Return Rel to Index | 1.22 | -10.22 | -4.74 | -10.09 | -14.51 | 17.39 | 6.43 | 5.63 | 4.54 | -7.20 | 3.22 |
| % Total Return Rel to Peer | 1.78 | -4.59 | -1.50 | -8.59 | -7.89 | 15.88 | 9.49 | 8.10 | 5.66 | -3.09 | 6.21 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.21 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 |
| Expense Ratio | 0.00 | 0.65 | 0.65 | 0.65 | 0.65 | 0.69 | 0.74 | 0.81 | 0.84 | 0.87 | 0.89 |
* 1 = Top 20%, 5 = Bottom 20%