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MFS Blended Research Core Equity R2 MUESX

Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 25.56  /  1.08 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.71%
  • Turnover 43%

Morningstar’s Analysis MUESX

Will MUESX outperform in future?

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

This hybrid strategy does not stand out.

Senior Analyst

Summary

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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.

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