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

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:34 PM ET

$36.79 USD

-0.56 (-1.50%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.51 48
3 months 1.96 46
6 months 6.23 46
1 Year 15.81 39
3 Year 21.85 22
5 Year 14.58 5
10 Year 14.29 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) 1,041.92

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.49
5 Year 13.58
10 Year 12.83
Since Inception 8.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 1.5115.7924.9027.94-16.2529.0315.0828.44-8.0520.358.12
% Total Return Rel to Index 0.53-2.42-0.111.691.940.35-3.31-3.04-3.65-1.44-3.81
% Total Return Rel to Peer 0.453.085.514.943.446.97-4.830.01-1.19-0.320.30
% Perf Quintile vs Peer* 3.002.000.002.002.001.004.004.004.003.003.00
% 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 0.000.740.740.740.740.740.740.740.740.740.74

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