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Mfs Blended Research Core Equity Fund Class B: (MF: MUSBX)

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

$39.91 USD

+0.21 (0.53%)

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 9.91 47
3 months 13.81 55
6 months 9.91 47
1 Year 19.58 43
3 Year 19.37 34
5 Year 12.65 15
10 Year 13.57 43

* 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) 983.66

Load Adjusted Returns as of Jun 30, 2026

1 Year 14.79
5 Year 12.64
10 Year 13.57
Since Inception 8.49

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.42 13.81 NA NA
2025 -4.61 10.73 7.45 1.24
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.9114.9124.0026.98-16.8728.0814.2127.48-8.7419.457.32
% Total Return Rel to Index -1.43-3.30-1.020.731.32-0.60-4.18-4.00-4.35-2.34-4.61
% Total Return Rel to Peer 0.842.204.603.982.826.02-5.70-0.93-1.88-1.22-0.49
% Perf Quintile vs Peer* 3.003.002.002.002.002.004.004.004.004.003.00
% Dividends 0.000.000.000.000.000.000.030.170.180.120.07
% Yield 0.000.000.000.000.000.000.100.620.740.420.31
Capital Gains ($) 0.002.493.460.942.055.081.811.012.280.570.00
Expense Ratio 1.381.491.491.491.491.491.491.491.491.491.49

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