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Mfs Blended Research Core Equity Fund Class R4: (MF: MUEUX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$35.85 USD
+0.16 (0.45%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.96 | 17 |
| 3 months | 4.22 | 24 |
| 6 months | 17.96 | 17 |
| 1 Year | 28.76 | 19 |
| 3 Year | 11.89 | 2 |
| 5 Year | 16.13 | 13 |
| 10 Year | 12.17 | 27 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 848.01 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.76 |
| 5 Year | 16.13 |
| 10 Year | 12.17 |
| Since Inception | 12.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.18 | 4.22 | NA | NA |
| 2023 | 6.59 | 10.24 | -2.47 | 11.91 |
| 2022 | -4.41 | -14.08 | -4.34 | 6.86 |
| 2021 | 8.54 | 8.05 | -0.05 | 10.35 |
| 2020 | -20.02 | 19.77 | 7.74 | 11.79 |
| 2019 | 12.37 | 2.82 | 1.64 | 9.63 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.96 | 28.27 | -16.06 | 29.35 | 15.38 | 28.76 | -7.80 | 20.64 | 8.39 | 0.89 | 12.06 |
| % Total Return Rel to Index | 2.65 | 2.02 | 2.14 | 0.66 | -3.02 | -2.72 | -3.41 | -1.15 | -3.54 | -0.49 | -1.57 |
| % Total Return Rel to Peer | 7.29 | 5.27 | 3.63 | 7.29 | -4.53 | 0.33 | -0.94 | -0.03 | 0.57 | 2.49 | 3.86 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.30 | 0.33 | 0.32 | 0.32 | 0.43 | 0.47 | 0.38 | 0.28 | 0.18 | 0.24 |
| % Yield | 0.00 | 0.88 | 1.15 | 0.80 | 0.98 | 1.44 | 1.79 | 1.29 | 1.14 | 0.76 | 1.00 |
| Capital Gains ($) | 0.00 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 | 0.77 |
| Expense Ratio | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.51 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%