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.
MFS Blended Research Core Equity C MUECX
- NAV / 1-Day Return 31.57 / −0.22 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.490%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 48%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis MUECX
Will MUECX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |