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Mfs Blended Research Core Equity Fund Class I: (MF: MUSEX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$34.98 USD
+0.54 (1.57%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.36 | 40 |
| 3 months | -4.36 | 40 |
| 6 months | -2.10 | 31 |
| 1 Year | 5.82 | 30 |
| 3 Year | 10.50 | 5 |
| 5 Year | 19.20 | 10 |
| 10 Year | 11.47 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.50 |
| Bear Market (10/07 - 2/09) | -50.08 |
| Bull Market (2/09 - 3/21) | 936.60 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.82 |
| 5 Year | 19.20 |
| 10 Year | 11.48 |
| Since Inception | 8.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.36 | NA | NA | NA |
| 2024 | 13.18 | 4.21 | 3.72 | 2.36 |
| 2023 | 6.58 | 10.25 | -2.47 | 11.91 |
| 2022 | -4.42 | -14.09 | -4.33 | 6.86 |
| 2021 | 8.58 | 8.05 | -0.08 | 10.36 |
| 2020 | -20.02 | 19.78 | 7.73 | 11.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.36 | 25.24 | 28.26 | -16.06 | 29.38 | 15.34 | 28.80 | -7.84 | 20.64 | 8.35 | 0.90 |
| % Total Return Rel to Index | -0.09 | 0.22 | 2.01 | 2.14 | 0.70 | -3.05 | -2.68 | -3.44 | -1.14 | -3.58 | -0.48 |
| % Total Return Rel to Peer | 0.66 | 5.85 | 5.26 | 3.63 | 7.32 | -4.57 | 0.38 | -0.98 | -0.03 | 0.53 | 2.50 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.32 | 0.30 | 0.33 | 0.33 | 0.33 | 0.44 | 0.46 | 0.39 | 0.28 | 0.18 |
| % Yield | 0.00 | 0.77 | 0.87 | 1.15 | 0.83 | 0.99 | 1.45 | 1.75 | 1.30 | 1.13 | 0.77 |
| Capital Gains ($) | 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 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.51 |
* 1 = Top 20%, 5 = Bottom 20%