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Mfs Core Equity Fund Class R2: (MF: MRERX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$52.28 USD
+0.41 (0.79%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.73 | 46 |
| 3 months | 5.83 | 53 |
| 6 months | 8.38 | 54 |
| 1 Year | 23.61 | 45 |
| 3 Year | 6.60 | 42 |
| 5 Year | 13.67 | 41 |
| 10 Year | 11.87 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.90 |
| Bull Market (2/09 - 3/21) | 830.07 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 20.66 |
| 5 Year | 12.93 |
| 10 Year | 11.76 |
| Since Inception | 10.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.26 | 1.54 | NA | NA |
| 2023 | 5.53 | 7.76 | -3.81 | 12.05 |
| 2022 | -5.97 | -14.10 | -4.52 | 7.16 |
| 2021 | 5.75 | 8.29 | 0.54 | 8.34 |
| 2020 | -19.08 | 20.35 | 8.21 | 12.21 |
| 2019 | 14.47 | 5.40 | 1.29 | 8.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.73 | 22.57 | -17.37 | 24.76 | 18.26 | 32.45 | -4.38 | 24.18 | 10.79 | -0.61 | 10.79 |
| % Total Return Rel to Index | -3.81 | -3.67 | 0.83 | -3.91 | -0.13 | 0.96 | 0.01 | 2.38 | -1.13 | -2.00 | -2.85 |
| % Total Return Rel to Peer | 0.88 | -0.42 | 2.32 | 2.70 | -1.65 | 4.02 | 2.48 | 3.50 | 2.98 | 0.98 | 2.58 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.22 | 0.06 | 0.00 | 0.08 | 0.06 | 0.03 | 0.09 | 0.09 | 0.05 | 0.02 |
| % Yield | 0.00 | 0.48 | 0.16 | 0.00 | 0.19 | 0.16 | 0.13 | 0.28 | 0.32 | 0.20 | 0.09 |
| Capital Gains ($) | 0.00 | 0.86 | 1.30 | 3.39 | 0.47 | 0.49 | 2.82 | 1.94 | 0.81 | 2.59 | 2.15 |
| Expense Ratio | 1.13 | 1.14 | 1.15 | 1.16 | 1.20 | 1.23 | 1.24 | 1.27 | 1.31 | 1.30 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%