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Mfs Blended Research Mid Cap Equity Fund - Class A: (MF: BMSFX)
(NASDAQ Mutual Funds) As of May 20, 2024 08:00 PM ET
$14.76 USD
-0.03 (-0.20%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.76 | 26 |
| 3 months | 6.20 | 10 |
| 6 months | 27.38 | 9 |
| 1 Year | 23.32 | 35 |
| 3 Year | 6.45 | 29 |
| 5 Year | 10.56 | 47 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 21.10 |
| 5 Year | 11.26 |
| 10 Year | NA |
| Since Inception | 10.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.01 | NA | NA | NA |
| 2023 | 4.44 | 5.28 | -3.96 | 13.07 |
| 2022 | -5.04 | -13.62 | -3.29 | 8.52 |
| 2021 | 8.87 | 7.46 | 0.06 | 8.00 |
| 2020 | -27.05 | 21.42 | 5.57 | 17.74 |
| 2019 | 15.52 | 5.21 | 0.58 | 6.31 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.76 | 19.41 | -13.92 | 26.45 | 10.09 | 29.98 | -11.40 | 18.81 |
| % Total Return Rel to Index | 0.72 | -6.83 | 4.27 | -2.22 | -8.30 | -1.50 | -7.01 | -2.98 |
| % Total Return Rel to Peer | 1.93 | -3.58 | 5.77 | 4.39 | -9.81 | 1.56 | -4.54 | -1.86 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.10 | 0.10 | 0.00 | 0.09 | 0.10 | 0.09 | 0.09 |
| % Yield | 0.00 | 0.77 | 0.85 | 0.00 | 0.68 | 0.75 | 0.84 | 0.74 |
| Capital Gains ($) | 0.00 | 0.16 | 0.44 | 3.00 | 0.00 | 0.46 | 0.67 | 0.31 |
| Expense Ratio | 0.00 | 0.84 | 0.84 | 0.84 | 0.84 | 0.84 | 0.84 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%