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Mfs Blended Research Growth Equity Fund - Class A: (MF: BRWAX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$24.40 USD
+0.13 (0.54%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.22 | 5 |
| 3 months | 8.36 | 3 |
| 6 months | 23.22 | 5 |
| 1 Year | 35.90 | 5 |
| 3 Year | 10.52 | 7 |
| 5 Year | 17.66 | 5 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.51 |
| 5 Year | 16.35 |
| 10 Year | NA |
| Since Inception | 15.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.71 | 8.36 | NA | NA |
| 2023 | 12.80 | 13.15 | -2.90 | 13.59 |
| 2022 | -9.71 | -19.42 | -3.90 | 0.18 |
| 2021 | 3.42 | 11.94 | 0.56 | 10.48 |
| 2020 | -13.70 | 25.44 | 10.81 | 8.75 |
| 2019 | 14.56 | 4.18 | 0.42 | 10.14 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.22 | 40.77 | -29.96 | 28.65 | 30.45 | 32.02 | -5.07 | 26.55 | 6.38 |
| % Total Return Rel to Index | 7.91 | 14.52 | -11.76 | -0.03 | 12.05 | 0.53 | -0.68 | 4.76 | -5.55 |
| % Total Return Rel to Peer | 12.55 | 17.77 | -10.26 | 6.59 | 10.53 | 3.60 | 1.78 | 5.88 | -1.43 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.10 | 0.00 | 0.00 | 0.04 | 0.08 | 0.06 | 0.06 | 0.02 |
| % Yield | 0.00 | 0.51 | 0.00 | 0.00 | 0.20 | 0.51 | 0.52 | 0.47 | 0.24 |
| Capital Gains ($) | 0.00 | 0.00 | 0.32 | 3.46 | 1.17 | 0.56 | 0.82 | 0.11 | 0.00 |
| Expense Ratio | 0.00 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.73 |
* 1 = Top 20%, 5 = Bottom 20%