Back to top
more

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

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$31.61 USD

+0.48 (1.54%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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 -4.59 44
3 months -4.59 44
6 months -2.59 39
1 Year 4.76 38
3 Year 9.40 12
5 Year 18.01 24
10 Year 10.35 42

* 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) 784.74

Load Adjusted Returns as of Mar 31, 2025

1 Year 4.76
5 Year 18.01
10 Year 10.36
Since Inception 10.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.59 NA NA NA
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
2020 -20.21 19.47 7.45 11.51

Annual Return

20252024202320222021202020192018201720162015
% Total Return -4.5923.9427.00-16.8828.0914.2027.29-8.7519.477.28-0.05
% Total Return Rel to Index -0.33-1.070.751.32-0.58-4.19-4.19-4.35-2.32-4.65-1.44
% Total Return Rel to Peer 0.424.554.002.816.03-5.71-1.12-1.89-1.20-0.531.54
% Perf Quintile vs Peer* 0.000.002.003.002.004.004.004.003.003.003.00
% Dividends 0.000.000.000.070.000.080.000.180.130.070.19
% Yield 0.000.000.000.270.000.250.000.740.460.290.85
Capital Gains ($) 0.003.460.942.055.081.811.012.280.570.000.55
Expense Ratio 0.001.491.491.491.491.491.491.491.491.491.51

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