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Mfs Blended Research Core Equity Fund Class R3: (MF: MUETX)

(NASDAQ Mutual Funds) As of Jul 31, 2026 05:23 PM ET

$42.57 USD

+0.23 (0.54%)

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.33 43
3 months 14.03 53
6 months 10.33 43
1 Year 20.49 39
3 Year 20.27 26
5 Year 13.50 8
10 Year 14.43 34

* 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) 1,132.96

Load Adjusted Returns as of Jun 30, 2026

1 Year 20.48
5 Year 13.49
10 Year 14.43
Since Inception 12.41

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.25 14.03 NA NA
2025 -4.42 10.95 7.64 1.44
2024 13.12 4.15 3.63 2.30
2023 6.50 10.20 -2.53 11.83
2022 -4.45 -14.15 -4.39 6.82
2021 8.50 7.99 -0.14 10.27

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.3315.8024.9127.93-16.2429.0415.0528.50-8.0520.338.10
% Total Return Rel to Index -1.11-2.41-0.111.681.960.36-3.35-2.98-3.65-1.45-3.83
% Total Return Rel to Peer 1.153.095.514.933.456.98-4.860.07-1.19-0.340.28
% Perf Quintile vs Peer* 2.002.002.002.002.001.004.004.004.003.003.00
% Dividends 0.000.210.220.220.260.230.250.360.380.320.23
% Yield 0.000.500.550.610.910.590.751.201.451.080.92
Capital Gains ($) 0.002.493.460.942.055.081.811.012.280.570.00
Expense Ratio 0.630.740.740.740.740.740.740.740.740.740.74

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