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Morningstar

MFS Blended Research Core Equity R1 MUERX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 31.77  /  −1.21 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 48%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis MUERX

Will MUERX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MUERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MUERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MUERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MUERX

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