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Mfs Blended Research Core Equity Fund Class R1: (MF: MUERX)
(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET
$36.13 USD
+0.17 (0.47%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.40 | 26 |
| 3 months | 3.44 | 77 |
| 6 months | 7.55 | 41 |
| 1 Year | 35.57 | 32 |
| 3 Year | 12.15 | 7 |
| 5 Year | 15.40 | 27 |
| 10 Year | 11.25 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 740.23 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 35.57 |
| 5 Year | 15.40 |
| 10 Year | 11.24 |
| Since Inception | 11.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.87 | 3.97 | 3.44 | NA |
| 2023 | 6.31 | 9.98 | -2.73 | 11.66 |
| 2022 | -4.67 | -14.31 | -4.58 | 6.63 |
| 2021 | 8.30 | 7.76 | -0.30 | 10.08 |
| 2020 | -20.21 | 19.47 | 7.45 | 11.51 |
| 2019 | 12.13 | 2.56 | 1.40 | 9.14 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.40 | 27.00 | -16.88 | 28.09 | 14.20 | 27.29 | -8.75 | 19.47 | 7.28 | -0.05 | 10.94 |
| % Total Return Rel to Index | -0.70 | 0.75 | 1.32 | -0.58 | -4.19 | -4.19 | -4.35 | -2.32 | -4.65 | -1.44 | -2.69 |
| % Total Return Rel to Peer | 4.43 | 4.00 | 2.81 | 6.03 | -5.71 | -1.12 | -1.89 | -1.20 | -0.53 | 1.54 | 2.74 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.07 | 0.00 | 0.08 | 0.00 | 0.18 | 0.13 | 0.07 | 0.19 | 0.03 |
| % Yield | 0.00 | 0.00 | 0.27 | 0.00 | 0.25 | 0.00 | 0.74 | 0.46 | 0.29 | 0.85 | 0.12 |
| Capital Gains ($) | 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 | 1.51 | 1.60 |
* 1 = Top 20%, 5 = Bottom 20%