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Mfs Blended Research Core Equity Fund Class B: (MF: MUSBX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$33.85 USD
+0.20 (0.59%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.86 | 52 |
| 3 months | -8.71 | 42 |
| 6 months | -3.92 | 65 |
| 1 Year | 8.22 | 47 |
| 3 Year | 11.87 | 27 |
| 5 Year | 14.92 | 25 |
| 10 Year | 10.20 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 107.53 |
| Bear Market (10/07 - 2/09) | -50.69 |
| Bull Market (2/09 - 3/21) | 785.32 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 0.56 |
| 5 Year | 18.00 |
| 10 Year | 10.37 |
| Since Inception | 7.88 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.61 | NA | NA | NA |
| 2024 | 12.92 | 3.94 | 3.44 | 2.12 |
| 2023 | 6.31 | 9.99 | -2.73 | 11.64 |
| 2022 | -4.65 | -14.29 | -4.60 | 6.63 |
| 2021 | 8.30 | 7.79 | -0.33 | 10.07 |
| 2020 | -20.19 | 19.42 | 7.52 | 11.45 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.86 | 24.00 | 26.98 | -16.87 | 28.08 | 14.21 | 27.48 | -8.74 | 19.45 | 7.32 | -0.11 |
| % Total Return Rel to Index | -0.95 | -1.02 | 0.73 | 1.32 | -0.60 | -4.18 | -4.00 | -4.35 | -2.34 | -4.61 | -1.50 |
| % Total Return Rel to Peer | -0.39 | 4.60 | 3.98 | 2.82 | 6.02 | -5.70 | -0.93 | -1.88 | -1.22 | -0.49 | 1.48 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.17 | 0.18 | 0.12 | 0.07 | 0.07 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.62 | 0.74 | 0.42 | 0.31 | 0.33 |
| Capital Gains ($) | 0.00 | 3.46 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 |
| Expense Ratio | 0.00 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.51 |
* 1 = Top 20%, 5 = Bottom 20%