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Morningstar

MFS Blended Research Core Equity R2 MUESX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MUESX

Will MUESX 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 MUESX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MUESX 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 MUESX’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.

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