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Mfs Blended Research Core Equity Fund Class C: (MF: MUECX)
(NASDAQ Mutual Funds) As of Jul 9, 2024 08:00 PM ET
$34.57 USD
+0.07 (0.20%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.74 | 14 |
| 3 months | 5.07 | 10 |
| 6 months | 19.07 | 15 |
| 1 Year | 32.79 | 16 |
| 3 Year | 10.34 | 6 |
| 5 Year | 15.74 | 19 |
| 10 Year | 10.84 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 107.82 |
| Bear Market (10/07 - 2/09) | -50.72 |
| Bull Market (2/09 - 3/21) | 687.73 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 33.53 |
| 5 Year | 14.67 |
| 10 Year | 11.03 |
| Since Inception | 7.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.91 | NA | NA | NA |
| 2023 | 6.32 | 9.98 | -2.72 | 11.64 |
| 2022 | -4.65 | -14.31 | -4.58 | 6.60 |
| 2021 | 8.30 | 7.76 | -0.30 | 10.07 |
| 2020 | -20.22 | 19.46 | 7.48 | 11.50 |
| 2019 | 12.14 | 2.53 | 1.41 | 9.35 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.74 | 27.00 | -16.89 | 28.07 | 14.23 | 27.51 | -8.74 | 19.42 | 7.33 | -0.10 | 10.95 |
| % Total Return Rel to Index | 2.43 | 0.76 | 1.31 | -0.60 | -4.17 | -3.97 | -4.35 | -2.37 | -4.60 | -1.49 | -2.69 |
| % Total Return Rel to Peer | 5.14 | 4.00 | 2.80 | 6.01 | -5.68 | -0.90 | -1.88 | -1.25 | -0.48 | 1.49 | 2.74 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.01 | 0.00 | 0.03 | 0.16 | 0.17 | 0.12 | 0.07 | 0.08 | 0.10 |
| % Yield | 0.00 | 0.00 | 0.04 | 0.00 | 0.11 | 0.58 | 0.72 | 0.43 | 0.31 | 0.38 | 0.45 |
| Capital Gains ($) | 0.00 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 | 0.77 |
| Expense Ratio | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.50 | 1.60 |
* 1 = Top 20%, 5 = Bottom 20%