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

(NASDAQ Mutual Funds) As of Jul 31, 2026 05:23 PM ET

$42.75 USD

+0.23 (0.54%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.33 43
3 months 14.03 53
6 months 10.33 43
1 Year 20.48 39
3 Year 20.27 26
5 Year 13.49 8
10 Year 14.43 34

* 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) 1,133.44

Load Adjusted Returns as of Jun 30, 2026

1 Year 13.93
5 Year 12.23
10 Year 13.79
Since Inception 8.99

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.23 14.03 NA NA
2025 -4.43 10.96 7.64 1.43
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.3315.7924.9027.94-16.2529.0315.0828.44-8.0520.358.12
% Total Return Rel to Index -1.10-2.42-0.111.691.940.35-3.31-3.04-3.65-1.44-3.81
% Total Return Rel to Peer 1.163.085.514.943.446.97-4.830.01-1.19-0.320.30
% Perf Quintile vs Peer* 2.002.002.002.002.001.004.004.004.003.003.00
% Dividends 0.000.210.230.230.260.220.260.370.390.330.23
% Yield 0.000.500.570.610.910.550.781.231.491.120.92
Capital Gains ($) 0.002.493.460.942.055.081.811.012.280.570.00
Expense Ratio 0.630.740.740.740.740.740.740.740.740.740.74

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