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Nasdaq - Delayed Quote USD

MFS Blended Research Core Equity A (MUEAX)

31.59
+0.09
+(0.29%)
At close: April 17 at 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.76%
5y Average Return 14.84%
Number of Years Up 20
Number of Years Down 7
Best 1Y Total Return (Apr 17, 2025) 35.70%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 35.70%
Worst 3Y Total Return 6.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MUEAX
Category
YTD
-4.44%
5.31%
1-Month
-5.84%
-4.19%
3-Month
-4.44%
3.90%
1-Year
5.53%
20.31%
3-Year
10.22%
6.48%
5-Year
18.90%
11.78%
10-Year
11.21%
10.96%
Last Bull Market
19.17%
25.56%
Last Bear Market
-14.17%
-15.11%

Annual Total Return (%) History

Year
MUEAX
Category
2025
--
--
2024
24.90%
--
2023
27.96%
22.32%
2022
-16.25%
-16.96%
2021
29.03%
26.07%
2020
15.10%
15.83%
2019
28.44%
28.78%
2018
-8.05%
-6.27%

2017
20.34%
20.44%
2016
8.12%
10.37%
2015
0.66%
-1.07%
2014
11.84%
10.96%
2013
35.70%
31.50%
2012
14.97%
14.96%
2011
1.71%
-1.27%
2010
16.11%
14.01%
2009
25.16%
28.17%
2008
-36.57%
-37.79%
2007
8.20%
6.16%
2006
20.09%
14.17%
2005
5.66%
5.88%
2004
12.97%
10.02%
2003
25.33%
27.05%
2002
-21.02%
-22.25%
2001
-11.12%
-13.50%
2000
-15.69%
-6.31%
1999
-3.28%
20.16%
1998
21.14%
22.39%
1997
--
28.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.44% -- -- --
2024 13.10% 4.16% 3.64% 2.28%
2023 6.52% 10.20% -2.56% 11.88%
2022 -4.47% -14.17% -4.38% 6.81%
2021 8.48% 8.00% -0.14% 10.28%
2020 -20.07% 19.68% 7.71% 11.71%
2019 12.33% 2.72% 1.61% 9.55%
2018 -1.89% 2.60% 7.78% -15.24%
2017 5.90% 2.44% 3.99% 6.67%
2016 0.45% 0.90% 3.81% 2.76%

2015 1.60% 0.92% -7.69% 6.37%
2014 1.42% 3.93% 1.71% 4.31%
2013 10.47% 2.81% 5.87% 12.86%
2012 12.70% -3.71% 7.11% -1.09%
2011 6.34% 1.51% -15.40% 11.37%
2010 7.12% -11.50% 10.26% 11.09%
2009 -10.89% 15.30% 14.75% 6.15%
2008 -10.58% -0.79% -9.22% -21.23%
2007 1.74% 6.84% 2.65% -3.03%
2006 4.64% 0.38% 6.62% 7.23%
2005 -0.67% 0.34% 3.61% 2.32%
2004 0.28% 3.29% -1.64% 10.89%
2003 -3.52% 14.11% 1.17% 12.52%
2002 -0.18% -11.48% -15.38% 5.63%
2001 -9.75% 6.90% -15.21% 8.66%
2000 -8.32% -3.07% -0.15% -4.98%
1999 -3.36% 6.96% -9.98% 3.95%
1998 11.28% 1.71% -5.66% 13.45%
1997 6.11% -- -- --

Rank in Category (By Total Return)

YTD 55
1-Month 63
3-Month 55
1-Year 61
3-Year 9
5-Year 16

Load Adjusted Returns

1-Year -0.54%
3-Year 8.06%
5-Year 17.50%
10-Year 10.55%

Performance & Risk

YTD Return -10.76%
5y Average Return 14.84%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 1.41B
YTD Return -4.44%
Yield 0.63%
Morningstar Rating
Inception Date Aug 11, 1997

Fund Summary

The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

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