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Mfs Blended Research Core Equity Fund Class R6: (MF: MUEVX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$38.66 USD
-0.67 (-1.70%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.22 | 34 |
| 3 months | 11.06 | 44 |
| 6 months | 6.22 | 34 |
| 1 Year | 12.84 | 50 |
| 3 Year | 20.48 | 26 |
| 5 Year | 17.52 | 6 |
| 10 Year | 12.66 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 12.84 |
| 5 Year | 17.52 |
| 10 Year | 12.67 |
| Since Inception | 13.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.35 | 11.06 | NA | NA |
| 2024 | 13.18 | 4.23 | 3.74 | 2.39 |
| 2023 | 6.61 | 10.26 | -2.43 | 11.95 |
| 2022 | -4.38 | -14.07 | -4.32 | 6.91 |
| 2021 | 8.60 | 8.07 | -0.05 | 10.39 |
| 2020 | -20.00 | 19.80 | 7.80 | 11.77 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.22 | 25.33 | 28.41 | -15.95 | 29.50 | 15.47 | 28.95 | -7.75 | 20.83 | 8.50 | 0.98 |
| % Total Return Rel to Index | 0.02 | 0.30 | 2.16 | 2.25 | 0.81 | -2.93 | -2.53 | -3.35 | -0.96 | -3.42 | -0.40 |
| % Total Return Rel to Peer | 1.08 | 5.93 | 5.41 | 3.74 | 7.44 | -4.44 | 0.53 | -0.89 | 0.15 | 0.69 | 2.58 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.36 | 0.33 | 0.36 | 0.37 | 0.36 | 0.47 | 0.50 | 0.41 | 0.31 | 0.20 |
| % Yield | 0.00 | 0.85 | 0.96 | 1.24 | 0.92 | 1.07 | 1.54 | 1.90 | 1.39 | 1.22 | 0.85 |
| Capital Gains ($) | 0.00 | 3.46 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 |
| Expense Ratio | 0.39 | 0.39 | 0.39 | 0.39 | 0.39 | 0.38 | 0.38 | 0.38 | 0.37 | 0.37 | 0.39 |
* 1 = Top 20%, 5 = Bottom 20%