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Mfs Blended Research Core Equity Fund Class R6: (MF: MUEVX)
(NASDAQ Mutual Funds) As of May 20, 2024 08:00 PM ET
$36.55 USD
+0.01 (0.03%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.23 | 13 |
| 3 months | 5.49 | 18 |
| 6 months | 23.81 | 27 |
| 1 Year | 28.60 | 20 |
| 3 Year | 9.76 | 2 |
| 5 Year | 14.09 | 11 |
| 10 Year | 11.74 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 36.33 |
| 5 Year | 15.93 |
| 10 Year | 12.27 |
| Since Inception | 14.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.18 | NA | NA | NA |
| 2023 | 6.61 | 10.26 | -2.43 | 11.95 |
| 2022 | -4.38 | -14.07 | -4.32 | 6.91 |
| 2021 | 8.60 | 8.07 | -0.05 | 10.39 |
| 2020 | -20.00 | 19.80 | 7.80 | 11.77 |
| 2019 | 12.46 | 2.82 | 1.69 | 9.65 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.23 | 28.41 | -15.95 | 29.50 | 15.47 | 28.95 | -7.75 | 20.83 | 8.50 | 0.98 | 12.31 |
| % Total Return Rel to Index | 2.19 | 2.16 | 2.25 | 0.81 | -2.93 | -2.53 | -3.35 | -0.96 | -3.42 | -0.40 | -1.33 |
| % Total Return Rel to Peer | 3.40 | 5.41 | 3.74 | 7.44 | -4.44 | 0.53 | -0.89 | 0.15 | 0.69 | 2.58 | 4.10 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.33 | 0.36 | 0.37 | 0.36 | 0.47 | 0.50 | 0.41 | 0.31 | 0.20 | 0.27 |
| % Yield | 0.00 | 0.95 | 1.24 | 0.92 | 1.07 | 1.54 | 1.90 | 1.39 | 1.22 | 0.85 | 1.08 |
| Capital Gains ($) | 0.00 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 | 0.78 |
| Expense Ratio | 0.00 | 0.39 | 0.39 | 0.39 | 0.38 | 0.38 | 0.38 | 0.37 | 0.37 | 0.39 | 0.48 |
* 1 = Top 20%, 5 = Bottom 20%