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

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:23 PM ET

$34.38 USD

+0.03 (0.09%)

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 1.38 49
3 months 1.77 47
6 months 5.85 48
1 Year 14.98 44
3 Year 20.95 29
5 Year 13.72 11
10 Year 13.42 44

* 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) 904.90

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.96
5 Year 14.01
10 Year 12.59
Since Inception 11.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 1.3814.9623.9427.00-16.8828.0914.2027.29-8.7519.477.28
% Total Return Rel to Index 0.44-3.25-1.070.751.32-0.58-4.19-4.19-4.35-2.32-4.65
% Total Return Rel to Peer 0.372.244.554.002.816.03-5.71-1.12-1.89-1.20-0.53
% Perf Quintile vs Peer* 3.003.000.002.003.002.004.004.004.003.003.00
% 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 0.001.491.491.491.491.491.491.491.491.491.49

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