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Mfs Blended Research Core Equity Fund Class R1: (MF: MUERX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 04:25 PM ET

$39.79 USD

-0.27 (-0.67%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 13.80 19
3 months 3.56 12
6 months 17.84 25
1 Year 15.25 26
3 Year 21.89 27
5 Year 13.51 10
10 Year 13.54 38

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 1,026.50

Load Adjusted Returns as of Sep 30, 2026

1 Year 15.25
5 Year 13.50
10 Year 13.54
Since Inception 11.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.43 13.79 3.56 NA
2025 -4.59 10.75 7.43 1.26
2024 12.87 3.97 3.44 2.09
2023 6.31 9.98 -2.73 11.66
2022 -4.67 -14.31 -4.58 6.63
2021 8.30 7.76 -0.30 10.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.8014.9623.9427.00-16.8828.0914.2027.29-8.7519.477.28
% Total Return Rel to Index 1.06-3.25-1.070.751.32-0.58-4.19-4.19-4.35-2.32-4.65
% Total Return Rel to Peer 4.492.244.554.002.816.03-5.71-1.12-1.89-1.20-0.53
% Perf Quintile vs Peer* 2.003.002.002.002.002.004.004.004.004.003.00
% Dividends 0.000.000.000.000.070.000.080.000.180.130.07
% Yield 0.000.000.000.000.270.000.250.000.740.460.29
Capital Gains ($) 0.002.493.460.942.055.081.811.012.280.570.00
Expense Ratio 1.391.491.491.491.491.491.491.491.491.491.49

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