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Mfs Blended Research Mid Cap Equity Fund - Class I: (MF: BMSLX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$13.58 USD
+0.28 (2.11%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.25 | 31 |
| 3 months | -3.25 | 31 |
| 6 months | -3.47 | 50 |
| 1 Year | 2.98 | 55 |
| 3 Year | 7.85 | 32 |
| 5 Year | 17.98 | 25 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 2.98 |
| 5 Year | 17.98 |
| 10 Year | NA |
| Since Inception | 10.77 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.25 | NA | NA | NA |
| 2024 | 12.08 | -2.25 | 9.14 | -0.22 |
| 2023 | 4.56 | 5.30 | -3.90 | 13.16 |
| 2022 | -4.93 | -13.62 | -3.22 | 8.56 |
| 2021 | 8.94 | 7.52 | 0.12 | 8.06 |
| 2020 | -26.97 | 21.50 | 5.65 | 17.78 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.25 | 19.31 | 19.75 | -13.72 | 26.75 | 10.42 | 30.21 | -11.13 | 19.04 |
| % Total Return Rel to Index | 1.00 | -5.70 | -6.49 | 4.48 | -1.92 | -7.98 | -1.27 | -6.73 | -2.75 |
| % Total Return Rel to Peer | 1.76 | -0.07 | -3.24 | 5.97 | 4.69 | -9.49 | 1.79 | -4.26 | -1.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 3.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.13 | 0.14 | 0.12 | 0.13 | 0.12 | 0.13 | 0.13 | 0.00 |
| % Yield | 0.00 | 0.82 | 0.88 | 1.03 | 0.78 | 0.88 | 1.02 | 1.21 | 0.00 |
| Capital Gains ($) | 0.00 | 1.41 | 0.16 | 0.44 | 3.00 | 0.00 | 0.45 | 0.67 | 0.41 |
| Expense Ratio | 0.00 | 0.59 | 0.59 | 0.59 | 0.59 | 0.59 | 0.59 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%