MFS Blended Research Core Equity combines a quantitative stock ranking model with stock recommendations from the firm’s skilled research team, but tight portfolio constraints and mixed results from the quant model earn it a Neutral Morningstar Analyst Rating.
- NAV / 1-Day Return 28.96 / 0.38 %
- Total Assets 1.1 Bil
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Adj. Expense Ratio
- 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 0.86%
- Turnover 43%
Morningstar’s Analysis MUEAX
Will MUEAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 108
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 34.1