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Mfs Core Equity Fund Class R2: (MF: MRERX)

(NASDAQ Mutual Funds) As of Aug 5, 2026 05:35 PM ET

$53.65 USD

-0.15 (-0.28%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.73 67
3 months 11.34 70
6 months 6.73 67
1 Year 14.17 67
3 Year 15.59 60
5 Year 9.60 49
10 Year 13.72 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.90
Bull Market (2/09 - 3/21) 1,059.76

Load Adjusted Returns as of Jun 30, 2026

1 Year 14.16
5 Year 9.59
10 Year 13.72
Since Inception 10.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.13 11.34 NA NA
2025 -4.54 9.77 5.66 1.22
2024 10.26 1.54 4.80 2.08
2023 5.53 7.76 -3.81 12.05
2022 -5.97 -14.10 -4.52 7.16
2021 5.75 8.29 0.54 8.34

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.7312.0819.7922.57-17.3724.7618.2632.45-4.3824.1810.79
% Total Return Rel to Index -3.77-6.14-5.22-3.670.83-3.91-0.130.960.012.38-1.13
% Total Return Rel to Peer -1.50-0.630.40-0.422.322.70-1.654.022.483.502.98
% Perf Quintile vs Peer* 4.003.003.003.003.003.003.002.002.002.002.00
% Dividends 0.000.090.120.220.060.000.080.060.030.090.09
% Yield 0.000.160.220.170.160.000.190.160.130.280.32
Capital Gains ($) 0.006.553.880.861.303.390.470.492.821.940.81
Expense Ratio 1.121.131.131.141.151.161.201.231.241.271.31

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