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Mfs Blended Research Core Equity Fund Class I: (MF: MUSEX)
(NASDAQ Mutual Funds) As of May 16, 2024 08:00 PM ET
$36.47 USD
-0.09 (-0.25%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.22 | 14 |
| 3 months | 5.44 | 19 |
| 6 months | 23.72 | 27 |
| 1 Year | 28.46 | 20 |
| 3 Year | 9.65 | 3 |
| 5 Year | 13.98 | 12 |
| 10 Year | 11.61 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.50 |
| Bear Market (10/07 - 2/09) | -50.09 |
| Bull Market (2/09 - 3/21) | 807.74 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 36.21 |
| 5 Year | 15.81 |
| 10 Year | 12.14 |
| Since Inception | 8.96 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.18 | NA | NA | NA |
| 2023 | 6.58 | 10.25 | -2.47 | 11.91 |
| 2022 | -4.42 | -14.09 | -4.33 | 6.86 |
| 2021 | 8.58 | 8.05 | -0.08 | 10.36 |
| 2020 | -20.02 | 19.78 | 7.73 | 11.76 |
| 2019 | 12.42 | 2.79 | 1.66 | 9.63 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.22 | 28.26 | -16.06 | 29.38 | 15.34 | 28.80 | -7.84 | 20.64 | 8.35 | 0.90 | 12.11 |
| % Total Return Rel to Index | 2.17 | 2.01 | 2.14 | 0.70 | -3.05 | -2.68 | -3.44 | -1.14 | -3.58 | -0.48 | -1.52 |
| % Total Return Rel to Peer | 3.38 | 5.26 | 3.63 | 7.32 | -4.57 | 0.38 | -0.98 | -0.03 | 0.53 | 2.50 | 3.91 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.30 | 0.33 | 0.33 | 0.33 | 0.44 | 0.46 | 0.39 | 0.28 | 0.18 | 0.25 |
| % Yield | 0.00 | 0.86 | 1.15 | 0.83 | 0.99 | 1.45 | 1.75 | 1.30 | 1.13 | 0.77 | 1.00 |
| Capital Gains ($) | 0.00 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 | 0.77 |
| Expense Ratio | 0.00 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.51 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%