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Mfs Blended Research Core Equity Fund Class B: (MF: MUSBX)

(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET

$33.79 USD

-0.81 (-2.34%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 17.37 18
3 months 3.94 27
6 months 17.37 18
1 Year 27.46 22
3 Year 10.77 5
5 Year 14.98 21
10 Year 11.05 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 107.53
Bear Market (10/07 - 2/09) -50.69
Bull Market (2/09 - 3/21) 712.71

Load Adjusted Returns as of Jun 30, 2024

1 Year 22.36
5 Year 14.51
10 Year 11.05
Since Inception 8.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 12.92 3.94 NA NA
2023 6.31 9.99 -2.73 11.64
2022 -4.65 -14.29 -4.60 6.63
2021 8.30 7.79 -0.33 10.07
2020 -20.19 19.42 7.52 11.45
2019 12.13 2.53 1.43 9.31

Annual Return

20242023202220212020201920182017201620152014
% Total Return 17.3726.98-16.8728.0814.2127.48-8.7419.457.32-0.1110.95
% Total Return Rel to Index 2.070.731.32-0.60-4.18-4.00-4.35-2.34-4.61-1.50-2.69
% Total Return Rel to Peer 6.713.982.826.02-5.70-0.93-1.88-1.22-0.491.482.74
% Perf Quintile vs Peer* 0.002.003.002.004.004.004.003.003.003.003.00
% Dividends 0.000.000.000.000.030.170.180.120.070.070.08
% Yield 0.000.000.000.000.100.620.740.420.310.330.35
Capital Gains ($) 0.000.942.055.081.811.012.280.570.000.550.77
Expense Ratio 1.491.491.491.491.491.491.491.491.491.511.60

* 1 = Top 20%, 5 = Bottom 20%