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Mfs Blended Research Core Equity Fund Class R4: (MF: MUEUX)

(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET

$33.91 USD

+0.23 (0.68%)

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 Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -4.34 39
3 months -4.34 39
6 months -2.10 31
1 Year 5.83 30
3 Year 10.50 5
5 Year 19.20 10
10 Year 11.48 30

* 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) 938.85

Load Adjusted Returns as of Mar 31, 2025

1 Year 5.83
5 Year 19.20
10 Year 11.48
Since Inception 11.71

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.34 NA NA NA
2024 13.18 4.22 3.72 2.34
2023 6.59 10.24 -2.47 11.91
2022 -4.41 -14.08 -4.34 6.86
2021 8.54 8.05 -0.05 10.35
2020 -20.02 19.77 7.74 11.79

Annual Return

20252024202320222021202020192018201720162015
% Total Return -4.3425.2228.27-16.0629.3515.3828.76-7.8020.648.390.89
% Total Return Rel to Index -0.080.202.022.140.66-3.02-2.72-3.41-1.15-3.54-0.49
% Total Return Rel to Peer 0.675.835.273.637.29-4.530.33-0.94-0.030.572.49
% Perf Quintile vs Peer* 0.000.002.002.001.003.003.004.003.003.002.00
% Dividends 0.000.320.300.330.320.320.430.470.380.280.18
% Yield 0.000.780.881.150.800.981.441.791.291.140.76
Capital Gains ($) 0.003.460.942.055.081.811.012.280.570.000.55
Expense Ratio 0.000.490.490.490.490.490.490.490.490.490.51

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