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Mfs Blended Research Growth Equity Fund -class R6: (MF: BRWVX)
(NASDAQ Mutual Funds) As of Aug 30, 2024 08:00 PM ET
$24.03 USD
+0.26 (1.09%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.62 | 3 |
| 3 months | 11.69 | 3 |
| 6 months | 17.98 | 3 |
| 1 Year | 30.01 | 3 |
| 3 Year | 9.08 | 15 |
| 5 Year | 17.23 | 4 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 36.32 |
| 5 Year | 18.06 |
| 10 Year | NA |
| Since Inception | 16.25 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.81 | 8.43 | NA | NA |
| 2023 | 12.81 | 13.27 | -2.81 | 13.64 |
| 2022 | -9.64 | -19.37 | -3.80 | 0.35 |
| 2021 | 3.51 | 12.03 | 0.70 | 10.54 |
| 2020 | -13.64 | 25.53 | 10.93 | 8.86 |
| 2019 | 14.75 | 4.23 | 0.49 | 10.22 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.62 | 41.14 | -29.67 | 29.09 | 30.92 | 32.49 | -4.81 | 27.17 | 6.53 |
| % Total Return Rel to Index | 4.91 | 14.89 | -11.46 | 0.41 | 12.52 | 1.00 | -0.41 | 5.37 | -5.40 |
| % Total Return Rel to Peer | 8.94 | 18.14 | -9.97 | 7.03 | 11.00 | 4.06 | 2.05 | 6.49 | -1.28 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.13 | 0.02 | 0.06 | 0.10 | 0.13 | 0.12 | 0.07 | 0.04 |
| % Yield | 0.00 | 0.64 | 0.15 | 0.24 | 0.49 | 0.81 | 0.90 | 0.53 | 0.38 |
| Capital Gains ($) | 0.00 | 0.00 | 0.33 | 3.46 | 1.17 | 0.56 | 0.82 | 0.11 | 0.00 |
| Expense Ratio | 0.42 | 0.42 | 0.40 | 0.40 | 0.39 | 0.40 | 0.39 | 0.43 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%