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Mfs Blended Research Core Equity Fund Class R2: (MF: MUESX)

(NASDAQ Mutual Funds) As of Sep 16, 2026 04:34 PM ET

$40.15 USD

-0.14 (-0.35%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 14.60 27
3 months 4.15 28
6 months 12.94 18
1 Year 19.84 28
3 Year 20.80 19
5 Year 12.94 8
10 Year 14.15 33

* 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) 1,130.41

Load Adjusted Returns as of Aug 31, 2026

1 Year 20.19
5 Year 13.21
10 Year 14.14
Since Inception 12.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.30 13.96 NA NA
2025 -4.49 10.88 7.57 1.38
2024 13.04 4.08 3.57 2.23
2023 6.43 10.12 -2.58 11.77
2022 -4.51 -14.21 -4.44 6.74
2021 8.41 7.92 -0.21 10.22

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.6015.5024.5927.63-16.4628.6914.7728.16-8.2920.067.81
% Total Return Rel to Index 1.30-2.71-0.421.381.740.01-3.62-3.32-3.89-1.73-4.12
% Total Return Rel to Peer 2.602.795.204.633.236.64-5.14-0.25-1.43-0.61-0.01
% Perf Quintile vs Peer* 2.002.002.002.002.001.004.004.004.003.003.00
% Dividends 0.000.120.140.160.190.150.180.280.330.310.18
% Yield 0.000.310.340.380.710.400.580.981.331.100.75
Capital Gains ($) 0.002.493.460.942.055.081.811.012.280.570.00
Expense Ratio 0.880.990.990.990.990.990.990.990.990.990.99

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