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Mfs Blended Research Mid Cap Equity Fund - Class R6: (MF: BMSYX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$15.88 USD
+0.18 (1.15%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.87 | 39 |
| 3 months | 5.29 | 64 |
| 6 months | 10.62 | 25 |
| 1 Year | 26.26 | 32 |
| 3 Year | 7.86 | 27 |
| 5 Year | 12.96 | 46 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 19.29 |
| 5 Year | 11.26 |
| 10 Year | NA |
| Since Inception | 11.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.13 | -2.24 | NA | NA |
| 2023 | 4.55 | 5.29 | -3.81 | 13.13 |
| 2022 | -4.99 | -13.52 | -3.30 | 8.74 |
| 2021 | 8.93 | 7.58 | 0.06 | 8.18 |
| 2020 | -26.95 | 21.59 | 5.64 | 17.85 |
| 2019 | 15.49 | 5.29 | 0.75 | 6.32 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.87 | 19.80 | -13.61 | 26.86 | 10.59 | 30.27 | -11.00 | 19.05 |
| % Total Return Rel to Index | -2.67 | -6.44 | 4.59 | -1.82 | -7.80 | -1.21 | -6.61 | -2.73 |
| % Total Return Rel to Peer | 2.02 | -3.19 | 6.08 | 4.80 | -9.32 | 1.84 | -4.14 | -1.61 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 3.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.15 | 0.13 | 0.14 | 0.13 | 0.14 | 0.13 | 0.10 |
| % Yield | 0.00 | 1.10 | 1.11 | 0.82 | 0.96 | 1.08 | 1.25 | 0.78 |
| Capital Gains ($) | 0.00 | 0.16 | 0.44 | 3.00 | 0.00 | 0.46 | 0.67 | 0.31 |
| Expense Ratio | 0.49 | 0.49 | 0.48 | 0.51 | 0.49 | 0.48 | 0.47 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%