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

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:16 PM ET

$41.99 USD

+0.25 (0.60%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.28 37
3 months 8.59 41
6 months 10.78 36
1 Year 27.07 36
3 Year 23.48 22
5 Year 14.21 8
10 Year 14.67 31

* 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) 1,188.52

Load Adjusted Returns as of May 31, 2026

1 Year 17.50
5 Year 12.54
10 Year 13.32
Since Inception 12.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.18 NA NA NA
2025 -4.34 10.99 7.71 1.51
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.2816.0925.2228.27-16.0629.3515.3828.76-7.8020.648.39
% Total Return Rel to Index 0.46-2.120.202.022.140.66-3.02-2.72-3.41-1.15-3.54
% Total Return Rel to Peer 1.093.385.835.273.637.29-4.530.33-0.94-0.030.57
% Perf Quintile vs Peer* 2.002.002.002.002.001.004.003.004.003.003.00
% Dividends 0.000.310.320.300.330.320.320.430.470.380.28
% Yield 0.000.720.780.881.150.800.981.441.791.291.14
Capital Gains ($) 0.002.493.460.942.055.081.811.012.280.570.00
Expense Ratio 0.380.490.490.490.490.490.490.490.490.490.49

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