Advertisement
Skip to Content
Morningstar

MFS Blended Research Core Equity R1 MUERX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 25.12  /  0.00
  • Total Assets 1.0 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 0
  • Status Open
  • TTM Yield 0.29%
  • Turnover 43%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

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.

This hybrid strategy does not stand out.

Senior Analyst

Summary

| by Jack Shannon

MFS Blended Research Core Equity fuses a quant model with analyst stock recommendations, but the resulting portfolio does not offer distinct advantages; it earns a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Investor