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Mfs Blended Research Core Equity Fund Class R3: (MF: MUETX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$35.59 USD
-0.85 (-2.33%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.81 | 17 |
| 3 months | 4.15 | 25 |
| 6 months | 17.81 | 17 |
| 1 Year | 28.43 | 19 |
| 3 Year | 11.61 | 2 |
| 5 Year | 15.85 | 15 |
| 10 Year | 11.89 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 811.76 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.42 |
| 5 Year | 15.84 |
| 10 Year | 11.89 |
| Since Inception | 11.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.12 | 4.15 | NA | NA |
| 2023 | 6.50 | 10.20 | -2.53 | 11.83 |
| 2022 | -4.45 | -14.15 | -4.39 | 6.82 |
| 2021 | 8.50 | 7.99 | -0.14 | 10.27 |
| 2020 | -20.05 | 19.64 | 7.69 | 11.69 |
| 2019 | 12.33 | 2.76 | 1.61 | 9.54 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.81 | 27.93 | -16.24 | 29.04 | 15.05 | 28.50 | -8.05 | 20.33 | 8.10 | 0.64 | 11.80 |
| % Total Return Rel to Index | 2.51 | 1.68 | 1.96 | 0.36 | -3.35 | -2.98 | -3.65 | -1.45 | -3.83 | -0.74 | -1.83 |
| % Total Return Rel to Peer | 7.15 | 4.93 | 3.45 | 6.98 | -4.86 | 0.07 | -1.19 | -0.34 | 0.28 | 2.24 | 3.60 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.22 | 0.26 | 0.23 | 0.25 | 0.36 | 0.38 | 0.32 | 0.23 | 0.14 | 0.20 |
| % Yield | 0.00 | 0.65 | 0.91 | 0.59 | 0.75 | 1.20 | 1.45 | 1.08 | 0.92 | 0.61 | 0.82 |
| Capital Gains ($) | 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 | 0.76 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%