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Mfs Blended Research Core Equity Fund Class R2: (MF: MUESX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$32.38 USD
-1.01 (-3.03%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.66 | 18 |
| 3 months | 4.08 | 26 |
| 6 months | 17.66 | 18 |
| 1 Year | 28.12 | 20 |
| 3 Year | 11.33 | 3 |
| 5 Year | 15.56 | 16 |
| 10 Year | 11.61 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 777.79 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.12 |
| 5 Year | 15.56 |
| 10 Year | 11.61 |
| Since Inception | 11.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.04 | 4.08 | NA | NA |
| 2023 | 6.43 | 10.12 | -2.58 | 11.77 |
| 2022 | -4.51 | -14.21 | -4.44 | 6.74 |
| 2021 | 8.41 | 7.92 | -0.21 | 10.22 |
| 2020 | -20.10 | 19.57 | 7.65 | 11.60 |
| 2019 | 12.25 | 2.67 | 1.56 | 9.49 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.66 | 27.63 | -16.46 | 28.69 | 14.77 | 28.16 | -8.29 | 20.06 | 7.81 | 0.40 | 11.56 |
| % Total Return Rel to Index | 2.36 | 1.38 | 1.74 | 0.01 | -3.62 | -3.32 | -3.89 | -1.73 | -4.12 | -0.98 | -2.08 |
| % Total Return Rel to Peer | 7.00 | 4.63 | 3.23 | 6.64 | -5.14 | -0.25 | -1.43 | -0.61 | -0.01 | 2.00 | 3.35 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.16 | 0.19 | 0.15 | 0.18 | 0.28 | 0.33 | 0.31 | 0.18 | 0.13 | 0.16 |
| % Yield | 0.00 | 0.51 | 0.71 | 0.40 | 0.58 | 0.98 | 1.33 | 1.10 | 0.75 | 0.60 | 0.70 |
| Capital Gains ($) | 0.00 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 | 0.77 |
| Expense Ratio | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.01 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%