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Mfs Blended Research Core Equity Fund Class I: (MF: MUSEX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:23 PM ET

$38.36 USD

+0.04 (0.10%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.55 47
3 months 2.01 45
6 months 6.36 44
1 Year 16.11 37
3 Year 22.16 21
5 Year 14.86 3
10 Year 14.57 31

* 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) 1,089.29

Load Adjusted Returns as of Feb 28, 2026

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

20262025202420232022202120202019201820172016
% Total Return 1.5516.0625.2428.26-16.0629.3815.3428.80-7.8420.648.35
% Total Return Rel to Index 0.56-2.150.222.012.140.70-3.05-2.68-3.44-1.14-3.58
% Total Return Rel to Peer 0.483.355.855.263.637.32-4.570.38-0.98-0.030.53
% Perf Quintile vs Peer* 3.002.000.002.002.001.004.003.004.003.003.00
% Dividends 0.000.310.320.300.330.330.330.440.460.390.28
% Yield 0.000.720.770.871.150.830.991.451.751.301.13
Capital Gains ($) 0.002.493.460.942.055.081.811.012.280.570.00
Expense Ratio 0.000.490.490.490.490.490.490.490.490.490.49

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