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

(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET

$33.64 USD

+0.23 (0.69%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -4.43 41
3 months -4.43 41
6 months -2.24 34
1 Year 5.54 32
3 Year 10.21 7
5 Year 18.90 13
10 Year 11.20 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) 897.85

Load Adjusted Returns as of Mar 31, 2025

1 Year -0.20
5 Year 17.57
10 Year 10.58
Since Inception 8.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.43 NA NA 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 -4.4324.9027.94-16.2529.0315.0828.44-8.0520.358.120.65
% Total Return Rel to Index -0.16-0.111.691.940.35-3.31-3.04-3.65-1.44-3.81-0.73
% Total Return Rel to Peer 0.595.514.943.446.97-4.830.01-1.19-0.320.302.25
% 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 0.000.740.740.740.740.740.740.740.740.740.75

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