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

(NASDAQ Mutual Funds) As of Aug 25, 2026 04:48 PM ET

$45.18 USD

+0.18 (0.40%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 11.80 32
3 months 5.30 25
6 months 9.59 28
1 Year 19.83 30
3 Year 19.76 13
5 Year 13.58 5
10 Year 14.44 27

* 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) 1,185.82

Load Adjusted Returns as of Jul 31, 2026

1 Year 20.78
5 Year 13.77
10 Year 14.71
Since Inception 9.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.18 14.10 NA NA
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 11.7916.0625.2428.26-16.0629.3815.3428.80-7.8420.648.35
% Total Return Rel to Index 0.26-2.150.222.012.140.70-3.05-2.68-3.44-1.14-3.58
% Total Return Rel to Peer 0.503.355.855.263.637.32-4.570.38-0.98-0.030.53
% Perf Quintile vs Peer* 3.002.002.002.002.001.004.003.004.003.003.00
% 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 0.380.490.490.490.490.490.490.490.490.490.49

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