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Mfs Blended Research Core Equity Fund Class A: (MF: MUEAX)
(NASDAQ Mutual Funds) As of Sep 9, 2024 08:00 PM ET
$36.25 USD
+0.38 (1.06%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.12 | 9 |
| 3 months | 10.16 | 14 |
| 6 months | 16.11 | 8 |
| 1 Year | 25.79 | 13 |
| 3 Year | 11.27 | 2 |
| 5 Year | 15.68 | 12 |
| 10 Year | 12.07 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 114.66 |
| Bear Market (10/07 - 2/09) | -50.28 |
| Bull Market (2/09 - 3/21) | 822.25 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 21.44 |
| 5 Year | 14.56 |
| 10 Year | 11.26 |
| Since Inception | 8.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.10 | 4.16 | NA | NA |
| 2023 | 6.51 | 10.19 | -2.55 | 11.86 |
| 2022 | -4.47 | -14.16 | -4.37 | 6.80 |
| 2021 | 8.48 | 8.00 | -0.14 | 10.28 |
| 2020 | -20.07 | 19.68 | 7.71 | 11.69 |
| 2019 | 12.33 | 2.71 | 1.60 | 9.55 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.12 | 27.94 | -16.25 | 29.03 | 15.08 | 28.44 | -8.05 | 20.35 | 8.12 | 0.65 | 11.81 |
| % Total Return Rel to Index | 2.41 | 1.69 | 1.94 | 0.35 | -3.31 | -3.04 | -3.65 | -1.44 | -3.81 | -0.73 | -1.83 |
| % Total Return Rel to Peer | 6.45 | 4.94 | 3.44 | 6.97 | -4.83 | 0.01 | -1.19 | -0.32 | 0.30 | 2.25 | 3.60 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.23 | 0.26 | 0.22 | 0.26 | 0.37 | 0.39 | 0.33 | 0.23 | 0.15 | 0.20 |
| % Yield | 0.00 | 0.68 | 0.91 | 0.55 | 0.78 | 1.23 | 1.49 | 1.12 | 0.92 | 0.66 | 0.82 |
| Capital Gains ($) | 0.00 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 | 0.77 |
| Expense Ratio | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.75 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%