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Mfs Blended Research Core Equity Fund Class A: (MF: MUEAX)

(NASDAQ Mutual Funds) As of Dec 18, 2025 05:15 PM ET

$37.86 USD

+0.33 (0.88%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 15.28 40
3 months 4.18 46
6 months 14.57 39
1 Year 11.74 38
3 Year 19.95 30
5 Year 15.65 6
10 Year 13.26 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 114.66
Bear Market (10/07 - 2/09) -50.28
Bull Market (2/09 - 3/21) 1,014.76

Load Adjusted Returns as of Nov 30, 2025

1 Year 10.41
5 Year 15.79
10 Year 13.36
Since Inception 8.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.43 10.96 7.64 NA
2024 13.10 4.16 3.64 2.29
2023 6.51 10.19 -2.55 11.86
2022 -4.47 -14.16 -4.37 6.80
2021 8.48 8.00 -0.14 10.28
2020 -20.07 19.68 7.71 11.69

Annual Return

20252024202320222021202020192018201720162015
% Total Return 15.2824.9027.94-16.2529.0315.0828.44-8.0520.358.120.65
% Total Return Rel to Index -2.22-0.111.691.940.35-3.31-3.04-3.65-1.44-3.81-0.73
% Total Return Rel to Peer 2.655.514.943.446.97-4.830.01-1.19-0.320.302.25
% Perf Quintile vs Peer* 0.000.002.002.001.004.004.004.003.003.002.00
% Dividends 0.000.230.230.260.220.260.370.390.330.230.15
% Yield 0.000.570.640.910.550.781.231.491.120.920.66
Capital Gains ($) 0.003.460.942.055.081.811.012.280.570.000.55
Expense Ratio 0.740.740.740.740.740.740.740.740.740.740.75

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