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Mfs Blended Research Core Equity Fund Class B: (MF: MUSBX)
(NASDAQ Mutual Funds) As of Jan 30, 2026 04:49 PM ET
$36.60 USD
-0.22 (-0.60%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.91 | 43 |
| 3 months | 1.24 | 58 |
| 6 months | 8.79 | 43 |
| 1 Year | 14.92 | 43 |
| 3 Year | 21.86 | 33 |
| 5 Year | 14.01 | 12 |
| 10 Year | 12.61 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 107.53 |
| Bear Market (10/07 - 2/09) | -50.69 |
| Bull Market (2/09 - 3/21) | 886.67 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 10.32 |
| 5 Year | 14.01 |
| 10 Year | 12.61 |
| Since Inception | 8.31 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.61 | 10.73 | 7.45 | 1.24 |
| 2024 | 12.92 | 3.94 | 3.44 | 2.12 |
| 2023 | 6.31 | 9.99 | -2.73 | 11.64 |
| 2022 | -4.65 | -14.29 | -4.60 | 6.63 |
| 2021 | 8.30 | 7.79 | -0.33 | 10.07 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.91 | 24.00 | 26.98 | -16.87 | 28.08 | 14.21 | 27.48 | -8.74 | 19.45 | 7.32 |
| % Total Return Rel to Index | -3.30 | -1.02 | 0.73 | 1.32 | -0.60 | -4.18 | -4.00 | -4.35 | -2.34 | -4.61 |
| % Total Return Rel to Peer | 2.20 | 4.60 | 3.98 | 2.82 | 6.02 | -5.70 | -0.93 | -1.88 | -1.22 | -0.49 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.17 | 0.18 | 0.12 | 0.07 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.62 | 0.74 | 0.42 | 0.31 |
| Capital Gains ($) | 2.49 | 3.46 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 |
| Expense Ratio | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%