Morningstar

MFS Blended Research Core Equity Fund Class R3 MUETX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 42.69  /  +0.47 %
  • Total Assets 1.4B
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.49%
  • Turnover 47%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MUETX

Will MUETX outperform in the 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 MUETX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MUETX 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 MUETX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Increased conviction earns this hybrid strategy an upgrade.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Increased conviction in the broad team supporting MFS Blended Research Core Equity earns this strategy an upgrade to its People rating. Given its tight tracking error and sector constraints, investors should expect indexlike returns here, though it should provide relatively consistent, large-blend Morningstar Category-beating performance.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MUETX

More MUETX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.32 136M
Technology

Apple Inc

8.52 125M
Technology

Microsoft Corp

5.06 74M
Technology

Amazon.com Inc

4.80 70M
Consumer Cyclical

Broadcom Inc

3.04 44M
Technology

Alphabet Inc Class A

2.77 41M
Communication Services

Meta Platforms Inc Class A

2.60 38M
Communication Services

Alphabet Inc Class C

2.28 33M
Communication Services

Johnson & Johnson

2.06 30M
Healthcare

Mastercard Inc Class A

1.79 26M
Financial Services

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