Skip to Content

MFS Blended Research Core Equity R1 MUERX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 34.32  /  −0.20 %
  • Total Assets 1.4 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 Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 48%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 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.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MUERX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.76 101.9 Mil
Technology

Microsoft Corp

7.20 94.5 Mil
Technology

Apple Inc

5.83 76.6 Mil
Technology

Amazon.com Inc

4.18 54.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.45 45.4 Mil
Communication Services

Alphabet Inc Class A

2.61 34.3 Mil
Communication Services

JPMorgan Chase & Co

1.90 25.0 Mil
Financial Services

Alphabet Inc Class C

1.90 25.0 Mil
Communication Services

Johnson & Johnson

1.87 24.5 Mil
Healthcare

AbbVie Inc

1.84 24.2 Mil
Healthcare