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Mfs Blended Research Core Equity Fund Class I: (MF: MUSEX)
(NASDAQ Mutual Funds) As of Jan 30, 2026 04:49 PM ET
$40.04 USD
-0.23 (-0.57%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.06 | 34 |
| 3 months | 1.49 | 54 |
| 6 months | 9.33 | 37 |
| 1 Year | 16.07 | 34 |
| 3 Year | 23.08 | 26 |
| 5 Year | 15.16 | 4 |
| 10 Year | 13.74 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.50 |
| Bear Market (10/07 - 2/09) | -50.09 |
| Bull Market (2/09 - 3/21) | 1,065.83 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 16.06 |
| 5 Year | 15.15 |
| 10 Year | 13.74 |
| Since Inception | 9.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.36 | 10.99 | 7.72 | 1.49 |
| 2024 | 13.18 | 4.21 | 3.72 | 2.36 |
| 2023 | 6.58 | 10.25 | -2.47 | 11.91 |
| 2022 | -4.42 | -14.09 | -4.33 | 6.86 |
| 2021 | 8.58 | 8.05 | -0.08 | 10.36 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.06 | 25.24 | 28.26 | -16.06 | 29.38 | 15.34 | 28.80 | -7.84 | 20.64 | 8.35 |
| % Total Return Rel to Index | -2.15 | 0.22 | 2.01 | 2.14 | 0.70 | -3.05 | -2.68 | -3.44 | -1.14 | -3.58 |
| % Total Return Rel to Peer | 3.35 | 5.85 | 5.26 | 3.63 | 7.32 | -4.57 | 0.38 | -0.98 | -0.03 | 0.53 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.31 | 0.32 | 0.30 | 0.33 | 0.33 | 0.33 | 0.44 | 0.46 | 0.39 | 0.28 |
| % Yield | 0.72 | 0.77 | 0.87 | 1.15 | 0.83 | 0.99 | 1.45 | 1.75 | 1.30 | 1.13 |
| Capital Gains ($) | 2.49 | 3.46 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 |
| Expense Ratio | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 |
* 1 = Top 20%, 5 = Bottom 20%