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MFS Blended Research Core Equity A MUEAX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 35.30  /  +0.14 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.67%
  • Turnover 48%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis MUEAX

Will MUEAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A hybrid strategy that is unlikely to surprise.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

MFS Blended Research Core Equity combines distinct stock ratings from MFS’ quantitative and fundamental research teams. The mix can pay off at times, particularly when value is in favor, but over the long run it will likely struggle to differentiate itself from the index because of its tight portfolio constraints.

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Portfolio Holdings MUEAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 37.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.54 92.8 Mil
Technology

NVIDIA Corp

5.89 72.5 Mil
Technology

Apple Inc

5.76 70.9 Mil
Technology

Amazon.com Inc

4.29 52.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.73 45.9 Mil
Communication Services

Alphabet Inc Class A

2.20 27.1 Mil
Communication Services

Johnson & Johnson

2.16 26.6 Mil
Healthcare

JPMorgan Chase & Co

2.04 25.1 Mil
Financial Services

Lam Research Corp

1.85 22.8 Mil
Technology

Adobe Inc

1.81 22.3 Mil
Technology