Morningstar

MFS Blended Research Core Equity Fund Class C MUECX

Medalist Rating as of Apr 27, 2026 See MFS Investment Hub

Strategy

The investment seeks capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MUSEX	MFS Blended Research Core Equity Fund Class I	Institutional	Open			Jan 14, 1994	$585.17M	0.400%	Low	—	−$352.42M
MUEAX	MFS Blended Research Core Equity Fund Class A	Front Load	Open			Aug 7, 1997	$396.88M	0.650%	Low	$1,000	−$6.22M
MUSBX	MFS Blended Research Core Equity Fund Class B	Deferred Load	Closed			Aug 11, 1997	$485,257.00	1.400%	Below Average	$1,000	−$1.14M
MUECX	MFS Blended Research Core Equity Fund Class C	Level Load	Open			Aug 11, 1997	$15.03M	1.400%	Low	$1,000	−$472,734.86
MUEUX	MFS Blended Research Core Equity Fund Class R4	Retirement, Large	Open			Sep 2, 2008	$13.79M	0.400%	Low	—	−$1.57M
MUEVX	MFS Blended Research Core Equity Fund Class R6	Retirement, Large	Open			Jun 1, 2012	$383.98M	0.300%	Low	—	−$28.28M
MUESX	MFS Blended Research Core Equity Fund Class R2	Retirement, Medium	Open			Sep 2, 2008	$40.29M	0.900%	Low	—	−$8.74M
MUETX	MFS Blended Research Core Equity Fund Class R3	Retirement, Medium	Open			Sep 2, 2008	$37.65M	0.650%	Low	—	−$11.78M
MUERX	MFS Blended Research Core Equity Fund Class R1	Retirement, Small	Open			Sep 2, 2008	$1.54M	1.400%	Above Average	—	$29,305.26

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